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Personal Insurance Advisor Jobs (NOW HIRING)

BWO Insurance

Personal Insurance Advisor

Franklin, WI · On-site

The Personal Insurance Advisor is responsible for writing and retaining profitable personal insurance accounts by evaluating client needs, developing tailored insurance proposals, and delivering ...

The Partners Group

Personal Insurance Advisor

Portland, OR · On-site

$90K - $120K/yr

How you will make an impact at TPG As a Personal Insurance Advisor, you'll play a key role in driving revenue growth while delivering outstanding service to individuals and families. You'll educate ...

Bell Bank

Personal Insurance Advisor

Bloomington, MN · On-site

The Personal Insurance Advisor is responsible for the profitable growth of the Agency and contributing to the Agency sales goals. Individually, the Advisor is responsible for prospecting, soliciting ...

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Personal Insurance Advisor information

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How much do personal insurance advisor jobs pay per year?

As of Jun 9, 2026, the average yearly pay for personal insurance advisor in the United States is $53,750.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $60,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Personal Insurance Advisor, and why are they important?

To thrive as a Personal Insurance Advisor, you need a solid understanding of insurance products, risk assessment, and relevant regulatory knowledge, typically supported by a high school diploma or bachelor's degree and state licensure. Familiarity with insurance management software (like Applied Epic or Vertafore), CRM systems, and relevant certifications such as Certified Insurance Service Representative (CISR) are common requirements. Strong interpersonal skills, active listening, and problem-solving abilities help build trust and effectively address client needs. These skills are crucial for providing tailored coverage solutions, ensuring customer satisfaction, and maintaining regulatory compliance in a competitive industry.

How does a Personal Insurance Advisor typically collaborate with underwriters and claims specialists?

Personal Insurance Advisors regularly work with underwriters to ensure that clients receive accurate quotes and appropriate coverage based on their specific needs and risk profiles. They also serve as a liaison between clients and claims specialists, helping to clarify policy details and assist clients throughout the claims process. This collaborative approach helps advisors provide comprehensive support, resolve client issues efficiently, and maintain strong relationships within the insurance team.

What does a Personal Insurance Advisor do?

A Personal Insurance Advisor helps individuals assess their insurance needs and recommends appropriate insurance products, such as auto, home, health, or life insurance. They explain policy options, answer questions about coverage, and assist clients in choosing the best plans to protect their assets and financial well-being. Personal Insurance Advisors also help with policy renewals, claims processes, and updating coverage as clients' needs change over time.
More about Personal Insurance Advisor jobs
Who are the top companies hiring for Personal Insurance Advisor jobs? The top employers for Personal Insurance Advisor jobs are:
What states have the most Personal Insurance Advisor jobs? States with the most job openings for Personal Insurance Advisor jobs include:
What job categories do people searching Personal Insurance Advisor jobs look for? The top searched job categories for Personal Insurance Advisor jobs are:
Personal Insurance Advisor jobs near you
Infographic showing various Personal Insurance Advisor job openings in the United States as of May 2026, with employment types broken down into 98% Full Time, and 2% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $53,750 per year, or $25.8 per hour.
Personal Insurance Advisor

Personal Insurance Advisor

Christensen Group Insurance

Eden Prairie, MN • On-site

$65K - $81K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 7 days ago

Job description

Job Type
Full-time
Description
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.
What Does a Personal Insurance Advisor Do?
As a Personal Insurance Advisor you provide 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.
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

Training
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 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 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.
Perks of Working at Christensen Group
We are employee owned. A large part of our compensation package is the Employee Stock Ownership Plan (ESOP) which means we all have skin in the game. An ESOP is a retirement asset, similar to a 401(k) Plan but the difference is a 401k grows based on the stock market and our ESOP grows based on the work we contribute as a team.
All ESOP eligible employees participate in an allocation of ESOP shares that are targeted at 15% of W-2 pay. In simple terms, Christensen Group adds shares equal to a dollar value into your ESOP retirement account every year. What we contribute is 5x more than the typical 3% employer 401(k) match.
At Christensen Group we offer a comprehensive employee benefits package including medical, dental, vision, HSA's, FSA's, short-term/long-term disability, life insurance, 401(k), identity shield, and pet insurance.
Most people spend the majority of their adult lives at their workplace - and we know that burning some energy is important during the day. So, when we built out our new office, we made sure to include some space for people to stay fit, blow off some steam and get their sweat on. This can be done in our Golf Simulator, the onsite gym, on the racquetball court, or on our walking treadmill desks.
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
  • CIC or CISR designations preferred, not required
  • Knowledge of personal lines products and carriers
  • Previous AMS software experience is a plus
  • Proficiency in Microsoft and Excel

Salary Description
$65,000 - 81,000

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