La Crescent Personal Lines Risk Advisor

WA Group • La Crescent, MN

49d • Onsite

About The Position

We are looking for a motivated and customer-focused Personal Lines Risk Advisor to join our growing team. In this role, you will help clients protect what matters most by providing personalized insurance advice and exceptional service. You will educate clients on coverage options, help them make informed decisions, and build lasting relationships that strengthen client trust and satisfaction. This position is ideal for someone who enjoys helping people, values teamwork, and takes pride in providing thoughtful and reliable support. You will play a key role in representing our company’s commitment to integrity, service, and professionalism.

Requirements

• High school diploma or equivalent required; Associate or Bachelor’s degree preferred.
• Minimum of one to three years of customer service or insurance-related experience; prior experience in Personal Lines insurance preferred.
• Property and Casualty license preferred but not required. (Company paid to attain and maintain CE)
• Demonstrated ability to communicate effectively, both verbally and in writing.
• Strong interpersonal and relationship-building skills with a client-focused approach.
• Exceptional attention to detail, organization, and follow-through.
• Analytical and solution-oriented mindset with the ability to prioritize multiple tasks.
• Professional demeanor with a proactive attitude and commitment to excellence.
• Alignment with company values, ethical standards, and a strong sense of integrity.
• Ability to work effectively in an office environment for 40 or more hours per week
• Frequent use of computer, phone, and other communication tools
• Ability to sit or stand for extended periods
• Ability to read and interpret standard documents and correspondence
• Occasional travel for client meetings or professional development

Responsibilities

• Deliver personalized insurance advice and guidance tailored to each client’s individual needs and goals.
• Clearly explain coverage options, policy details, costs, and potential risks to help clients make informed decisions
• Conduct meetings with current and prospective clients in person, by phone, or virtually to assess and review insurance needs.
• Build and maintain lasting client relationships through proactive communication and dependable service.
• Process policy renewals, endorsements, and other changes accurately within the agency management system.
• Collaborate closely with colleagues to ensure seamless service delivery and client satisfaction.
• Assist clients in reporting claims and provide support as needed in coordination with the Claims Advocate.
• Participate in required training, team meetings, and compliance initiatives to stay informed on industry best practices and company standards.

Benefits

• Employee Stock Ownership Plan (ESOP), giving you the opportunity to share in the company’s success.
• Competitive compensation structure with performance-based incentives.
• Comprehensive Health, dental, and vision insurance coverage and MORE.
• 401(k) retirement plan with company matching contributions.
• Generous paid time off (PTO) and paid holidays
• Flexible scheduling options available after the introductory period to promote work-life balance.
• Company-sponsored continuing education and professional development programs.
• Mentorship opportunities and clear paths for career advancement.
• Supportive, team-oriented environment that values collaboration, respect, and community involvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees