Client Advocate - Real Estate at Christensen Group Inc

Eden Prairie, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

25 Jun, 26

Salary

68000.0

Posted On

27 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Management, Client Servicing, Premium Allocation, Policy Review, Change Requests, Certificates Of Insurance, Premium Audits, Epic, Commercial Lines, Market Ready Submissions, Acord Applications, Online Rating, Finance Agreements, Customer Experience, Underwriting, Communication

Industry

Insurance

Description

Description Account Management Provide day-to-day client management and servicing for Middle Market accounts, as well as some Small Business Accounts as needed. Process premium allocations for clients, as needed. Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions). Process incoming mail (postal, email and/or faxes) for the team and distribute to team Process cancellation notices/non-payment issues; Advise Client Manager/Account Executive to handle Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery Deliver policies as directed by Producer/Client Manager/Account Executive Request and prepare policy endorsements Issue certificates of insurance and deliver Special Handling Certificates to Client Manager/Account Executive Process client monthly reports Process premium audits and deliver disputed audits to Client Manager/Account Executive Follow agency procedures for EPIC (client management system). Perform other duties as assigned. New/Renewal Marketing Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures Review expiration checklist and manage workflow per Commercial Lines Service Standards Work with team to coordinate market ready submissions including specialty applications Review and roll renewal submissions or create Acord applications as directed by team Complete online rating with carriers as required for coverage placement as directed by team Prepare finance agreements with finance companies Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients. 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 At least 2 years of Business Insurance customer service experience (required). Ability to service a business insurance book of business with little to no guidance (required). Ability to work in a team setting (required). Microsoft Office experience, specifically Word and Excel (required). Detail-oriented (required). Ability to organize and prioritize work responsibilities (required). Excellent communication skills – verbal and written (required). Active Resident Property and Casualty insurance license (required). Epic experience (preferred). Ability to navigate insurance carrier websites (preferred).

Responsibilities

This role involves providing day-to-day account management and servicing for Middle Market and Small Business insurance accounts, including processing premium allocations, handling client inquiries, and managing policy documentation and endorsements. Additionally, the position contributes to new and renewal marketing efforts by coordinating submissions, reviewing renewals, and issuing necessary documentation like certificates and binders.