Insurance Sales Processor

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same!

TPG’s success is driven by a culture that values partnerships. The Partners Group has a standout opportunity for an early-career, detail-oriented professional to join our Sales Operations team in our Seattle Metro office (Renton, WA) as a Sales Coordinator!

You will receive in-house training, a behind-the-scenes look at each of our business units, time with senior leadership, mentoring, and more!

You will receive hands‑on training by learning how to support TPG’s sales operations, which can also prepare you for a career path in Sales or Client Service. In this role, you’ll gain direct experience supporting a high‑performing sales organization while building a strong foundation in business development and sales operations. By organizing prospect research, maintaining accurate CRM data, and preparing polished materials for producer meetings, you’ll help create the structure and consistency that drives new business growth. Your work will directly support producers in focusing on relationship‑building and client strategy, while ensuring the behind‑the‑scenes processes run smoothly and effectively.

This role is well suited for a recent graduate or early‑career professional who is eager to learn, takes pride in producing high‑quality work, and enjoys being the person others rely on to stay organized and on track. If you’re naturally curious, proactive, and motivated to build a career in professional services or sales operations, you’ll find meaningful growth here.

Build and maintain target company and contact lists within Salesforce

Prepare prospect briefs, research summaries, and meeting materials for upcoming sales conversations

Maintain and update CRM records to ensure accurate account, contact, and pipeline data

Coordinate timelines, track deliverables, and follow up on sales support requests

Partner with Sales Operations, Marketing, and internal teams to support presentations, proposals, and process improvements

Sales Coordinator

with hybrid‑remote opportunities after 90 days

Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.

Travel: Minimal, if any

0‑2 years internship(s) and/or early professional experience and interest in supporting sales, business development, insurance, and/or other related areas.

Recent completion of a bachelor’s degree in a relevant field preferred. At minimum, completion of a high school diploma or equivalent is required.

Strong written and verbal communication skills, with attention to detail in proofreading and editing

Demonstrated attention to detail and accuracy in research, reporting, or academic/work projects

Proficiency with Microsoft Office products and the ability to quickly learn new systems and tools

Ability to obtain an insurance license within 6 months if required by the business unit

Experience using Salesforce or another CRM platform

Familiarity with sales processes or pipeline tracking concepts through coursework or experience

Exposure to AI tools, large language models, or workflow automation platforms

student groups, extracurricular activities, fundraising groups, etc.)

At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest where collaboration, integrity, and a client‑first mindset guide everything that we do. A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities

Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All‑company holiday volunteer day

Commitment To Diversity
TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.