Private Client Insurance Advisor at Christensen Group Inc – Eden Prairie, Minnesota

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

• 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).