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Account Management Specialist

2 months ago


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

Position Overview
This is a full-time opportunity within the insurance sector, focusing on client management and support.

About Christensen Group Insurance
Established in 1952 and entirely employee-owned, Christensen Group Insurance stands as the largest independent insurance and employee benefits agency in Minnesota.

Our Commitment
At Christensen Group, we prioritize our employees as individuals. We value our clients, our carrier partners, and each other, both professionally and personally.

Role of the Client Manager
As a Client Manager, you will play a crucial role in supporting producers and internal teams to enhance client retention and foster new business opportunities.

Key Responsibilities
In this role, your primary focus will be on marketing both new and renewal business in collaboration with producers. This includes:

  • Overseeing service team operations
  • Acting as a technical resource for producers and clients
  • Managing the renewal process
  • Marketing new business
  • Marketing renewal business
  • Building and maintaining relationships with key partners
  • Issuing necessary documentation
  • Providing support for additional accounts as required
  • Contributing to a culture of employee ownership through participation in agency and carrier events
  • Demonstrating a comprehensive understanding of agency carriers and the insurance marketplace to effectively address client needs

Training and Development
We foster a supportive learning environment, encouraging employees to pursue insurance designations and explore new growth opportunities. The insurance industry encompasses various sectors, allowing you to shape your career path as a generalist or specialist.

Career Advancement
The Client Manager position requires a solid background in insurance to serve as a technical expert. You may choose to develop your skills for a more strategic Account Executive role or excel in the Client Manager position, sharing best practices with others.

Benefits of Joining Christensen Group
As an employee-owned organization, a significant portion of our compensation is tied to the Employee Stock Ownership Plan (ESOP), ensuring that all employees have a vested interest in our collective success.

Eligible employees receive an allocation of ESOP shares, which can amount to 15% of W-2 pay, significantly exceeding typical employer 401(k) contributions.

We offer a comprehensive benefits package, including medical, dental, vision, HSA, FSA, disability insurance, life insurance, and more.

Qualifications
To be successful in this role, candidates should possess:

  • A 4-year degree or equivalent experience
  • 5-10 years of experience in Business/Commercial Lines Insurance customer service
  • A strong understanding of insurance markets and coverages
  • Preferred CIC designation or equivalent
  • Proficiency in Microsoft Office, particularly Excel
  • Experience with AMS360 is desirable
  • Strong attention to detail and organizational skills
  • Excellent verbal and written communication abilities
  • Ability to work effectively in a team environment
  • A Minnesota Property and Casualty insurance license upon hire