Client Manager- Middle Market - Human Services at Christensen Group Inc

New Ulm, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Jul, 26

Salary

85000.0

Posted On

15 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Commercial Lines Insurance, Customer Service, Renewal Marketing, Microsoft Word, Microsoft Excel, Communication Skills, Team Leadership, Property and Casualty Insurance, Underwriting, Workflow Management, Technical Expertise, Detail-oriented, Self-starter

Industry

Insurance

Description

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 Client Manager Do? As a Client Manager, you provide direct support to producers and internal team members to aid both the retention of existing business and generation of new business. Your main focus is marketing new and renewal business, in partnership with producers, and includes building proposals and binding coverage. The Client Manager is a peer leader of the service team and is responsible for delivering excellent customer service along with the Client Advocate. 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. Insurance covers all industries and types of businesses. Which means you create your own career path as a generalist (knowing all types of insurance coverages and needs), specialist (focused on an industry/coverage type) or navigate between both roles over the span of a career. The Client Manager role requires a strong insurance background in order to act as a technical expert to producers and clients. Individuals may decide to develop technical skills to prepare for a more strategic, Account Executive Role, or become experts in the Client Manager role and train best practices to others. Individuals may stay in a specific role or team for their entire career, or they may continue to learn new areas of insurance or coverage types by taking on different accounts. In this role, you'll have opportunities for professional growth and advancement. We offer tailored career development plans, access to continuous learning programs, and mentorship from industry leaders. You'll also have the chance to take on increasingly challenging projects, contributing to the organization's success and expanding your skill set. Our dynamic work environment encourages innovation and supports your ambition to progress within the company. Each of these opportunities can lead to leadership and/or training responsibilities, systems/technology subject matter expertise, or roles within another team that requires a higher level of experience. At Christensen Group, we encourage individuals to be life-long learners and individuals are rewarded according to their unique skillset and knowledge. 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. Compensation $70,000- $85,000 Starting base salary is determined on collective knowledge, skills, and experience that is relevant to the role. The range listed above is based on a good faith estimate. Core Duties and Expectations Manage service team workflow Act as a technical expert to producer and clients Manage renewal process New Business Marketing Renewal Business Marketing Maintain and build rapport with key partners Issue supporting documents Support and service other accounts as needed Maintain culture of employee ownership – contribute time and support to agency/carrier events or activities that strengthen our culture 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 Requirements Our Job Requirements At least 5 years of Business/Commercial Lines Insurance customer service experience (required). Experience with Business/Commercial Lines book of business renewal marketing (required). Microsoft Office experience, specifically Word and Excel (required). Detail-oriented (required). Ability to organize and prioritize work responsibilities; is a self-starter (required). Excellent communication skills – verbal and written (required). Ability to effectively work in a team. Set team deadlines and goals, and delegate to others (required). CIC designation or equivalent (preferred). Epic experience (preferred). Active Resident Property and Casualty insurance license (required).

Responsibilities

The Client Manager provides technical support to producers and internal teams to manage renewals and new business marketing. They act as a peer leader for the service team to ensure excellent customer service and efficient workflow management.