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Client Relationship Manager

2 months ago

Eden Prairie, Minnesota, United States Christensen Group Insurance Full time
Position Overview

This is a full-time opportunity within a dynamic insurance agency.

About Christensen Group

Established in 1952 and fully employee-owned, Christensen Group stands as the largest independent insurance and employee benefits agency in Minnesota. We prioritize our employees as individuals, fostering a culture of care for our clients, carrier partners, and each other, both professionally and personally.

Role of a Client Relationship Manager

In this role, you will provide essential support to producers and internal team members, focusing on the retention of existing accounts and the development of new business opportunities. Your primary responsibilities will include:

  • Marketing new and renewal business in collaboration with producers.
  • Creating proposals and securing coverage.
  • Leading the service team and ensuring exceptional customer service alongside the Client Advocate.

Key Responsibilities

  • Oversee service team operations.
  • Serve as a technical resource for producers and clients.
  • Manage the renewal process effectively.
  • Conduct marketing for new business opportunities.
  • Facilitate renewal marketing efforts.
  • Build and maintain relationships with key partners.
  • Prepare and issue necessary documentation.
  • Support additional accounts as required.
  • Contribute to a culture of employee ownership by participating in agency and carrier events.
  • Demonstrate a comprehensive understanding of agency carriers and the insurance marketplace to resolve client issues.

Training and Development

We are committed to fostering a safe and open learning environment. Employees are encouraged to pursue insurance designations and embrace new growth opportunities. The insurance industry encompasses a wide range of sectors, allowing you to shape your career path as a generalist or specialist.

The Client Relationship Manager position necessitates a robust insurance background to effectively support producers and clients. You may choose to enhance your technical skills for a future strategic role or excel in the Client Manager position while mentoring others.

Benefits of Working at Christensen Group

As an employee-owned company, our compensation package includes an Employee Stock Ownership Plan (ESOP), which allows all employees to benefit from our collective success. Our ESOP contributions significantly exceed typical employer retirement matches.

We also offer a comprehensive benefits package, including medical, dental, vision, and various insurance options. Our office is designed to promote wellness, featuring amenities such as a gym and recreational facilities.

Qualifications

  • A 4-year degree or equivalent experience is preferred.
  • 5-10 years of experience in Business/Commercial Lines Insurance customer service.
  • Current experience as a Client Manager or similar role.
  • Strong understanding of insurance markets and coverage options.
  • CIC designation or equivalent is highly preferred.
  • Proficiency in Microsoft Office, particularly Excel.
  • Experience with AMS360 is desirable.
  • Detail-oriented with strong organizational skills.
  • Excellent verbal and written communication abilities.
  • Ability to work collaboratively in a team environment.
  • Must obtain a Minnesota Property and Casualty insurance license upon hire.