Personal Insurance Advisor

Christensen Group Inc•Eden Prairie, MN

1d•Onsite

About The Position

The Personal Insurance Advisor provides customer service and support to clients and prospects of Christensen Group. The main focus of this position is providing excellent customer and service support to clients, by providing advice and answering questions, and managing the renewal process for existing policyholders. This role offers an opportunity to be the main contact for our Personal Lines policyholders, advising clients on how to protect their most important assets and is viewed as a trusted advisor. The Personal Insurance Advisor is constantly learning new coverages and products to adapt to our clients’ evolving needs and industry trends. This role is great for anyone who loves to build close relationships with clients and maintain a long-term relationship on behalf of Christensen Group.

Requirements

2-year degree preferred or equivalent experience
3+ years Personal lines experience preferred
Excellent interpersonal and professional oral and written communications skills
Minnesota license required
Knowledge of personal lines products and carriers
Proficiency in Microsoft and Excel

Nice To Haves

CIC or CISR designations preferred, not required
Previous AMS software experience is a plus

Responsibilities

Provide service support for personal lines products to new and existing policyholders
Solicit potential policy holders through a variety of methods
Conduct policy comparisons to other insurance carriers and provides advice to customers
Provide quotes and coverage comparisons
Manage a book of business with the objective of providing quality and timely service that exceeds client’s expectations
Help customers with billing, claims and other questions
Properly document our AMS system
Maintain knowledge of carrier products, niches, and differences