As a Client Advocate you provide direct support to producers and internal team members to aid both the retention of existing business and generation of new business. Your main focus is excellent customer service and managing daily client business insurance needs.
Essential Duties and Responsibilities
• Provide day-to-day client management
• Support team in handling of calls/emails andinvestigate questions and concerns from insured (Billing, Change Requests,Certificates, Basic Policy questions)
• Process Agency Bill and Premium Finance requests
• Process incoming mail (postal & email) forthe team and distribute
• Process cancellation notices/non-payment issues;advise CM/AE/Producer to handle final cancellations
• Policy review — review policies, send changerequests to companies, update schedules and applications, and prepare forpolicy delivery
• Deliver policies as directed by Producer/CM/AE
• Request and process policy endorsements
• Issue certificates of insurance, includingsimple contract review — Special Handling Certificates sent to CM/AE
• Prepare policy endorsements based on certificaterequests
• Process premium audits — disputed audits go toCM/AE
• Follow agency procedures for EPIC
New/Renewal Marketing
• Review expiration checklist to maintain youraccounts
• Work with team to coordinate market-readysubmissions, including specialty applications
• Prepare and send exposure information andsupplemental applications to client and/or producer
• Assist team in obtaining Loss Runs
• Review and roll renewal submissions or createAcord applications & prepare Indio submission for renewal info gathering asdirected by the team
• Online rating with carriers as required forcoverage placement as directed by team
• Prepare finance agreements with finance companies
Other Duties and Responsibilities
• Maintain culture of employee ownership —contribute time and support to agency/carrier events or activities thatstrengthen our culture
• Demonstrates strong organizational andtime-management skills, including the ability to plan work, manage competingpriorities, and deliver results with a consistent sense of urgency.
• Create and maintain a positive work environment
• Accept special assignments as directed byleaders
• Support agency directives in effectivelymanaging agency/carrier relationships
• Work openly and constructively with team membersto reinforce the importance of delivering an efficient, effective, andhigh-quality work product
• Represent Christensen Group in the greatestprofessional and ethical manner possible
• Provide the ultimate customer experience withinthe boundaries of the organization’s capabilities
• Demonstrate general knowledge of agencycarriers, carrier/broker marketplace, and underwriting in order to coordinatewith insurance companies to address client issues and solve client problems
• Keep management informed of known actions,written or verbal, that may affect the ability to successfully performassignments or adversely affect the Company operations
• Contribute to creating a safe and fun learningenvironment
• Commit to continued education to grow skills andknowledge
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 Advocate role provides foundational knowledge and skills for a long career in insurance. Individuals may decide to grow technical skills to prepare for a more strategic, Client Manager or Account Executive Role, or become experts in the Client Advocate role and train best practices to others. Often it takes 18-24 months to learn the Client Advocate role before taking on a new role or position.
• At least 2 years of Business Insurance customer service experience (required)
• Ability to service a business insurance book of business with little to no guidance (required)
• Ability to work in a team setting (required)
• Microsoft Office experience, specifically Word and Excel (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)
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 usAn 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.
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.
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.
9855 West 78th St, Suite 100
Eden Prairie, MN 55344
(800) 923-4088
© 2026 Christensen Group Insurance
