Insurance Client Manager

3 weeks ago


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

We are a 100% employee-owned insurance agency, founded in 1952, and the largest locally owned, independent insurance agency in Minnesota. Our mission is to provide exceptional service to our clients, while fostering a culture of employee ownership and growth.

Job Summary

We are seeking a highly skilled Insurance Client Manager to join our team. As a Client Manager, you will be responsible for providing direct support to producers and internal team members, aiding in the retention of existing business and generation of new business. Your focus will be on marketing new and renewal business, in partnership with producers, and includes 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, and maintain and build rapport with key partners.
  • Leadership and Supervision: Assist team in achieving business objectives, conduct and/or facilitate annual performance review, career path/long-term personal development goals and compensation reviews, and ensure compliance with office policies and procedures.
  • Training and Development: 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.
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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