Senior 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

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