Private Client Insurance Advisor

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).