Now Hiring - Christensen Group - Private Client Insurance Advisor in Eden Prairie, MN

Full description of the position

Description: 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).