Private Client Insurance Advisor

Christensen Group Inc; Eden Prairie (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

Christensen Group Inc. in Minnesota seeks a Private Client Advisor to join our Private Client team, serving high-net-worth clients.

The ideal candidate has 6+ years of personal lines experience and an active Property & Casualty license, with a passion for building trusted client relationships and delivering exceptional service. This role focuses on providing service and support for private client personal insurance clients and prospects, including quotes, coverage comparisons, billing and claims

Qualifications

• 6 years of personal lines (private client) experience required.
• Resident property and casualty insurance license required.
• Excellent interpersonal and professional oral and written communications skills required.
• Knowledge of High Net Worth personal lines products and carriers required.
• Proficiency in Microsoft and Excel required.
• Superior client servicing skills required.
• High attention to detail required.
• CIC or CISR designations preferred.
• Experience with Epic preferred.

Responsibilities

• Provide service support for personal lines products to new and existing high net worth policyholders.
• Solicits potential high net worth policy holders through in person or over the phone.
• Conducts policy comparisons to other insurance carriers and provides advice to customers.
• Communicates with clients in a fair and ethical manner.
• Provides quotes and coverage comparisons.
• Manages a book of business to retain and grow client relationships.
• Help customers with billing, claims, and other questions.
• Document activities in the client management system per department procedures.
• Maintain knowledge of carrier products and differences.
• Accurately bill policies.
• Complete projects as assigned.
• Stay current on carrier systems and programs.

Skills

Personal lines

High Net Worth

Communication

Microsoft Excel

Attention to detail

Client servicing

Education

CIC or CISR designations

Tools

Epic

Job description

Due to continued growth at Christensen Group, we are excited to add a Private Client Advisor to our Private Client team! We are seeking an experienced insurance professional with 5+ years of personal insurance experience, preferably serving high-net-worth clients. An active Property & Casualty insurance license is required. If you're passionate about building trusted client relationships, delivering exceptional service, and becoming part of a collaborative, employee-owned organization, we would love to hear from you.

This position is responsible for providing customer service and support to the Private Client Personal Insurance clients and prospects of Christensen Group.

Essential Duties and Responsibilities

• Provide service support for personal lines products to new and existing high net worth policyholders.
• Solicits potential high net worth policy holders through a variety of methods such as in person or over the phone.
• Conducts policy comparisons to other insurance carriers and provides advice to customers.
• Communicates with clients in a fair and ethical manner.
• Provides quotes and coverage comparisons.
• Manages a book of business with the objective of providing quality and timely service that exceeds our client’s expectations so that we retain business.
• Help our customers with billing, claims, and/or other questions.
• Properly document within the client management system and follow department procedures.
• Maintain knowledge of carrier products, niches, and differences.
• Accurately bill our policies.
• Completes projects as assigned.
• Stay current on the various computer related systems and programs of our carriers and the agency.

Other Duties and Responsibilities

• Maintain culture of employee ownership – contribute time and support to agency/carrier events or activities that strengthen our culture
• Create and maintain a positive work environment
• Accept special assignments as directed by Department Managers
• Support agency directives in effectively managing agency/carrier relationships
• Work openly and constructively with team members to reinforce the importance of delivering an efficient, effective and high-quality work product
• Represent Christensen Group in the greatest professional and ethical manner possible
• Provide the ultimate customer experience within the boundaries of the organization’s capabilities
• Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems
• Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations
• Contribute to creating a safe and fun learning environment
• Commit to continued education to grow skills and knowledge

Requirements

• 6 years of personal lines (private client) experience (required).
• Resident property and casualty insurance license (required).
• Excellent interpersonal and professional oral and written communications skills (required).
• Knowledge of High Net Worth personal lines products and carriers (required).
• Proficiency in Microsoft and Excel (required).
• Superior client servicing skills (required).
• High attention to detail (required).
• CIC or CISR designations (preferred).
• Experience with Epic (preferred).