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Client Relationship Manager

2 months ago

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

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

About Christensen Group Inc.

Established in 1952 and fully employee-owned, Christensen Group Inc. stands as the premier independent insurance and employee benefits agency in Minnesota. Our culture prioritizes the well-being of our employees, clients, and partners alike. We are dedicated to comprehending the unique needs of the businesses we support and delivering tailored solutions that foster growth. As a member of our team, you will engage in continuous learning and development through practical experiences aimed at enhancing client service.

Role of a Client Relationship Manager

In the capacity of a Client Relationship Manager, you will provide essential support to producers and internal colleagues, facilitating both the retention of current accounts and the acquisition of new clients. Your primary responsibilities will involve marketing both new and renewal business in collaboration with producers, which includes crafting proposals and securing coverage. As a peer leader within the service team, you will be instrumental in delivering exceptional customer service alongside the Client Advocate.

Key Responsibilities

  • Oversee the workflow of the service team
  • Serve as a technical resource for producers and clients
  • Manage the renewal process effectively
  • Engage in marketing for new business
  • Conduct marketing for renewal business
  • Foster and maintain relationships with key partners
  • Prepare and issue necessary documentation
  • Provide support for additional accounts as required
  • Contribute to a culture of employee ownership by participating in agency and carrier events
  • Exhibit a comprehensive understanding of agency carriers and the insurance marketplace to address client inquiries and resolve issues

Training and Development

We are committed to fostering a safe and open learning environment for all team members. Employees are encouraged to pursue insurance designations to enhance their knowledge and embrace new growth opportunities. The insurance industry encompasses a wide range of sectors, allowing you to carve your own career path as a generalist or specialist, or to navigate between both roles throughout your career.

The Client Relationship Manager position necessitates a robust background in insurance to serve as a technical expert for producers and clients. Individuals may choose to develop their technical skills in preparation for a more strategic Account Executive role or to excel in the Client Relationship Manager position, sharing best practices with peers. Career paths may vary, with opportunities to remain in a specific role or to explore new areas of insurance and coverage types.

Benefits of Working at Christensen Group Inc.

As an employee-owned organization, a significant portion of our compensation package includes participation in the Employee Stock Ownership Plan (ESOP), aligning our interests as a team. This retirement asset grows based on our collective contributions rather than market fluctuations, providing a more substantial benefit compared to traditional 401(k) plans.

Eligible employees can expect an allocation of ESOP shares equivalent to 15% of their W-2 pay, significantly exceeding the typical employer match. Our comprehensive benefits package includes medical, dental, vision, health savings accounts, flexible spending accounts, disability insurance, life insurance, 401(k), identity protection, and pet insurance.

Recognizing the importance of well-being, our office is equipped with facilities to promote fitness and relaxation, including a golf simulator, gym, racquetball court, and walking treadmill desks.


Qualifications:
  • Bachelor's degree preferred or equivalent experience
  • 5-10 years of experience in Business/Commercial Lines Insurance customer service or similar roles
  • Current experience as a Client Manager or in a comparable position
  • Strong understanding of insurance markets and available coverages
  • CIC designation or equivalent is highly preferred
  • Proficiency in Microsoft Office, particularly Excel
  • Experience with AMS360 is a plus
  • Detail-oriented with strong organizational skills
  • Self-motivated with excellent verbal and written communication abilities
  • Ability to collaborate effectively within a team environment, setting goals and motivating others
  • Must obtain a Minnesota Property and Casualty insurance license upon hire