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Insurance Business Development Manager

1 month ago

Eden Prairie, Minnesota, United States Christensen Group Insurance Full time
About Christensen Group Insurance

Christensen Group Insurance is a leading insurance and employee benefits agency in Minnesota, founded in 1952 and 100% employee-owned. We prioritize treating our employees like people, caring about our clients, carrier partners, and each other. Our commitment to understanding businesses and finding solutions enables them to grow.

Job Summary

We are seeking a Client Manager & Leader to provide direct support to producers and internal team members, focusing on marketing new and renewal business. This role involves building proposals, binding coverage, and managing the renewal process. The ideal candidate will have a strong insurance background, excellent communication skills, and the ability to work in a team.

Key Responsibilities
  • Account Management
    • Manage service team workflow
    • Act as a technical expert to producers and clients
    • Manage renewal process
    • New Business Marketing
    • Renewal Business Marketing
    • Maintain and build rapport with key partners
    • Issue supporting documents
    • 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
  • Leadership and Supervision
    • Assist team in achieving business objectives
    • Hiring, promotions, performance and termination process
    • Conduct and/or facilitate annual performance review, career path/long-term personal development goals and compensation reviews
    • Ensure compliance with office policies and procedures
    • Maintain accurate and thorough job descriptions
    • Coordinate and facilitate Department meetings as needed
    • Celebrate successes through formal and informal recognition
    • Work with SVP, CL Operations to research and develop products & services, direct resources and oversee implementation of procedures for department and staff
  • 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, allowing individuals to create their own career path as a generalist, specialist, or navigate between both roles over the span of a career.

The Client Manager role requires a strong insurance background to act as a technical expert to producers and clients. Individuals may decide to grow 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.

Requirements
  • 4-year degree preferred or equivalent experience
  • 5-10 years of Business Insurance customer service experience (or equivalent)
  • Experience leading a team
  • Understand insurance markets and coverages offered
  • CIC designation or equivalent, strongly preferred
  • Microsoft Office experience (strong math and Excel background)
  • AMS360 experience (desirable)
  • Detail-oriented
  • Ability to organize and prioritize work responsibilities. Is a self-starter
  • Excellent communication skills - verbal and written
  • Ability to effectively work in a team. Set team deadlines and goals, delegate to others, and keep team environment motivating and fun
  • Obtain Minnesota Property and Casualty insurance license upon hire