Christensen Group Insurance Open Role

Client Advocate Trainee Program (Entry Level)

Posted on
Nov 30, 2022

As a Client Advocate Trainee you learn to provide direct support to producers and internal team members to aid both the retention of existing business and generation of new business. Your main learning focus is how to provide excellent customer service and how to manage daily client business insurance needs.

Full Time
Eden Prairie
Business Insurance

Job details

Core Duties and Expectations

· Issue certificates of insurance

· Process Audits

· Change Requests and Endorsements

· Process incoming mail and distribute to the team

· Policy Check-ins

· Billing Functions

· 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

Job requirements

· 2-year degree preferred or equivalent experience

· 0 – 3 years of Business Insurance customer service experience (or equivalent)

· Microsoft Office experience (strong math and Excel background)

· AMS360 experience (desirable)

· Ability to navigate carrier websites

· Detail-oriented

· Ability to organize and prioritize work responsibilities

· Excellent communication skills – verbal and written

· Obtain Minnesota Property and Casualty insurance license upon hire

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 us

Employee 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.