La Crescent Personal Lines Risk Advisor
WA Group, La Crescent, MN, United States
Description
About the Role 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.
Key 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.
Why Join Our Team We believe that when our employees succeed, our clients do too. We are proud to offer a workplace that promotes professional growth, collaboration, and work-life balance. As part of our team, you will have access to a range of benefits and opportunities designed to help you thrive both personally and professionally.
Our comprehensive benefits include:
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.
Qualifications and Desired Attributes
Education:
High school diploma or equivalent required; Associate or Bachelor’s degree preferred.
Experience:
Minimum of one to three years of customer service or insurance-related experience; prior experience in Personal Lines insurance preferred.
Licensing:
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.
Physical and Work Requirements
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
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About the Role 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.
Key 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.
Why Join Our Team We believe that when our employees succeed, our clients do too. We are proud to offer a workplace that promotes professional growth, collaboration, and work-life balance. As part of our team, you will have access to a range of benefits and opportunities designed to help you thrive both personally and professionally.
Our comprehensive benefits include:
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.
Qualifications and Desired Attributes
Education:
High school diploma or equivalent required; Associate or Bachelor’s degree preferred.
Experience:
Minimum of one to three years of customer service or insurance-related experience; prior experience in Personal Lines insurance preferred.
Licensing:
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.
Physical and Work Requirements
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
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