Detail-oriented advisor with strong written communication skills and a track record of enhancing operational efficiency. Committed to fostering long-lasting client relationships while delivering tailored insurance solutions to meet diverse needs.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Private Client Personal Lines Advisor
Christensen Group Insurance
Eden Prairie, MN
06.2016 - 12.2025
Developed customized insurance solutions for clients, enhancing coverage and risk management strategies.
Conducted in-depth client assessments to identify insurance needs and provide tailored recommendations.
Collaborated with underwriters to assess risk factors and refine policy terms for complex cases.
Streamlined communication processes between clients and carriers, increasing efficiency in policy issuance and claims handling.
Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
Support Central Advisor
Fireman's Fund
Minneapolis, MN
06.1998 - 06.2015
Resolved customer inquiries, enhancing satisfaction and fostering loyalty.
Collaborated with cross-functional teams to streamline support processes, improving response times.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Education
High School Diploma -
Morton West
Berwyn, IL
Skills
Analytical thinking
Time management
Critical thinking
Written communication
Proficient with most Private Client Carriers Quoting Systems
Sr. Personal Lines Private Client Advisor at Alliant Insurance Services Inc.Sr. Personal Lines Private Client Advisor at Alliant Insurance Services Inc.