Christensen Group Insurance Open Role

Private Client Personal Insurance Advisor

Posted on
Sep 11, 2023
What Does a Private Client Personal Insurance Advisor Do?

As a Private Client Personal Insurance Advisor you provide customer service and support to the High Net Worth clients and prospects of Christensen Group. The main focus of this position is providing excellent customer and service support to clients by providing advice, answering questions, and managing the renewal process for existing policyholders.  

Flexible Work Environment

At Christensen Group, employees are given the opportunity to work a hybrid schedule after they have completed their training. We allow a work from home option that would enable you to work in the office 50% of the week, and work from home the remainder of the time. We do this to ensure that we keep our culture at the center of everything that we do, and that we are continuously learning from our peers.

Full Time
Christensen Group Insurance Eden Prairie, MN
Independent Insurance Agents, Waite Park, MN
Your Monticello Independent Insurance Agent
Personal Insurance

Job details

Core Duties and Expectations

  • 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



We believe in creating a safe and open learning environment for all employees. This means employees are encouraged to be curious, seek insurance designations to deepen insurance knowledge and be challenged with new growth opportunities.

The Private Client Personal Insurance Advisor role offers an opportunity to be the main contact for our Personal Lines policyholders. The role advises on clients on how to protect their most important assets and is viewed as a trusted advisor. The Private Client Personal Insurance Advisor is constantly learning new coverages and products to adapt to our clients' evolving needs. 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.

Job requirements

- 4-year degree

- 10+ years of Personal lines experience preferred

- Excellent interpersonal and professional, oral and written communications skills

- Minnesota license required

- CIC or CISR designations preferred

- Knowledge of High Net Worth personal lines products and carriers

- Previous AMS software experience is a plus

- Proficiency in Microsoft and Excel

Who is Christensen Group?

Founded in 1952 and 100% employee-owned, Christensen Group is the largest locally owned, independent insurance and employee benefits agency in Minnesota. At Christensen Group, we treat our employees like people. We care about our clients; we care about the carrier partners and we care about one another; professionally and personally. We’re committed to understanding the businesses we serve and finding solutions that enable those businesses to grow. As an employee, that means you are constantly learning and developing through on-the-job experiences to best serve your clients.

Learn more about us

Employee owned

An important part of our compensation package is the Employee Stock Ownership Plan (ESOP). This is one of the best retirement plans around — and is provided to all employees. Be sure to ask us all about ESOPs and we would be happy to explain the ins and outs.

On-site amenities

Most people spend the majority of their adult lives at their workplace — and we know that burning some energy is important during the day. Our new office gives you access to a fitness center, a personal trainer, a golf simulator, a raquetball court, walking treadmill desks and an event center.

Comprehensive benefits

We offer a competitive total rewards package. The benefit programs offered reflect our commitment to keeping our staff healthy and secure. We understand that your situation is unique, so our benefits package can be molded and shaped by you to fit your needs.