Insurance Business Development Manager

1 day ago

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

Christensen Group Insurance is a leading insurance agency in Minnesota, dedicated to providing exceptional service to our clients. We are 100% employee-owned, which means we are committed to understanding the needs of our clients and finding solutions that enable them to grow.

Job Summary

We are seeking a highly skilled Client Manager & Leader to join our team. As a Client Manager & Leader, you will be responsible for providing direct support to producers and internal team members to aid in the retention of existing business and generation of new business. You will focus on marketing new and renewal business, in partnership with producers, and will include building proposals and binding coverage.

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, 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 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. 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. 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 Insurance

We are employee-owned, which means we all have skin in the game. A large part of our compensation package is the Employee Stock Ownership Plan (ESOP), which means we contribute to our own retirement accounts. 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. We also have a fitness center, golf simulator, and walking treadmill desks to help you stay active and healthy during the day.

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
  • Excellent communication skills - verbal and written
  • Ability to effectively work in a team
  • Obtain Minnesota Property and Casualty insurance license upon hire

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