Client Advocate - Small Business Accounts
This position supports daily client needs as well as supports the entire SBA team with new or renewal business.
Salary Range: $55,000 - $68,000
Salary is dependent on collective experience, knowledge, and skillsets for the posted role.
Benefits offered: Christensen Group offers a variety of benefits including, but not limited to, health, dental, and vision insurance, 401k program, LTD, STD, paid holidays, paid time off, employee safe and sick leave, and many other ancillary benefits. Christensen Group is also 100% employee-owned.
Job details
Account Management
- Provide day-to-day client management
- Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions).
- Process incoming mail (postal, email and/or faxes) for the team and distribute to team
- Process cancellation notices/non-payment issues
- Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery
- Deliver policies as directed by Producer
- Request and prepare policy endorsements
- Issue certificates of insurance and deliver special handling certificates
- Process client monthly reports
- Process premium audits and deliver disputed audits
- Follow agency procedures for client management system
New/Renewal Marketing
- Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures
- Review expiration checklist and manage workflow per Commercial Lines Service Standards
- Work with team to coordinate market ready submissions including specialty applications
- Review and roll renewal submissions or create Acord applications as directed by team
- Complete online rating with carriers as required for coverage placement as directed by team
- Prepare finance agreements with finance companies
- Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients.
Other Duties and Responsibilities
- Accept special assignments as directed by leader
- Support agency directives in effectively managing agency/carrier relationships
- 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
Job requirements
- At least 2+ years of Business Insurance customer service experience (required).
- Experience with online quoting and overall knowledge of the commercial insurance marketplace (required).
- Ability to work in a team setting (required).
- Detail-oriented (required).
- Ability to organize and prioritize work responsibilities (required).
- Excellent communication skills – verbal and written (required).
- Active Resident Property and Casualty insurance license (required).
- Epic experience (preferred).
- Microsoft Office experience, specifically Word and Excel (preferred)
- Ability to navigate insurance carrier websites (preferred).
Who is Christensen Group?
Founded in 1952 and 100% employee-owned, Christensen Group is the largest locally owned, independent insurance and employee benefits agency in Minnesota. At Christensen Group, we treat our employees like people. We care about our clients; we care about the carrier partners and we care about one another; professionally and personally. We’re committed to understanding the businesses we serve and finding solutions that enable those businesses to grow. As an employee, that means you are constantly learning and developing through on-the-job experiences to best serve your clients.
Learn more about usEmployee owned
An important part of our compensation package is the Employee Stock Ownership Plan (ESOP). This is one of the best retirement plans around — and is provided to all employees. Be sure to ask us all about ESOPs and we would be happy to explain the ins and outs.
On-site amenities
Most people spend the majority of their adult lives at their workplace — and we know that burning some energy is important during the day. Our new office gives you access to a fitness center, a personal trainer, a golf simulator, a raquetball court, walking treadmill desks and an event center.
Comprehensive benefits
We offer a competitive total rewards package. The benefit programs offered reflect our commitment to keeping our staff healthy and secure. We understand that your situation is unique, so our benefits package can be molded and shaped by you to fit your needs.