Christensen Group Insurance · 1 month ago
Private Client Insurance Advisor
Eden Prairie,MN,US
Full-time
Onsite
Senior Level
6+ years expChristensen Group Insurance is committed to providing exceptional service to high net worth clients in personal insurance. The Private Client Insurance Advisor will support and manage a book of business, providing quotes, policy comparisons, and customer service to ensure client satisfaction and retention.
Auto InsuranceInsuranceLife Insurance
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
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
Qualification
Required
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)
Preferred
CIC or CISR designations (preferred)
Experience with Epic (preferred)
Company
Christensen Group Insurance
Christensen Group Insurance provides insurance services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bruce Christensen
Chief Executive Officer
Charlie Christensen
President & CFO
Recent News
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