Private Client Insurance Advisor

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).