Client Manager and Leader
As a Commercial Client Manager & Leader, you play a dual role: providing high-quality service and strategic guidance to your own book of business, while also supporting the performance, development, and collaboration of your team. You are a trusted resource to both clients and colleagues, balancing day-to-day account management with leadership responsibilities that promote a high-performing, client-focused culture.
Salary Range: $90,300 - $110,000
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
Key Responsibilities:
Client & Account Management
- Manage a designated book of business, ensuring timely and accurate handling of renewals, endorsements, certificates, audits, and other service requests.
- Build strong client relationships by delivering proactive, solutions-oriented service and coverage recommendations.
- Collaborate with producers and carriers to develop coverage strategies, negotiate terms, and maintain high retention levels.
- Serve as a technical resource for coverage questions and policy interpretation for clients and team members.
Team Leadership & Support
- Act as a point of guidance and support for team members on workflows, systems, and complex service issues.
- Foster a collaborative, accountable, and positive team environment.
- Provide informal coaching and share expertise to support team development and confidence.
- Help onboard and mentor new team members.
Workflow Oversight & Best Practices
- Assist in monitoring workload distribution and service timelines to ensure team efficiency and balance.
- Promote consistent adherence to agency workflows, documentation standards, and compliance requirements.
- Identify and suggest process improvements that enhance service quality or operational efficiency.
Carrier & Internal Collaboration
- Serve as a liaison between team members and carrier representatives to resolve service or underwriting challenges.
- Support producers and leadership in delivering a consistent client experience across the book of business.
- Share insights from client or carrier feedback to help shape service strategy and team practices.
Performance Awareness & Accountability
- Model professionalism, responsiveness, and attention to detail in all aspects of client and team interactions.
- Provide informal feedback and support leadership in addressing performance trends.
- Track progress toward individual and team service goals or KPIs and identify areas for improvement.
Job requirements
- At least 5 years of Business/Commercial Lines Insurance customer service experience (required).
- 2-6 years of leadership experience (required).
- Experience with Business/Commercial Lines book of business renewal marketing (required).
- Microsoft Office experience, specifically Word and Excel (required).
- Detail-oriented (required).
- Ability to organize and prioritize work responsibilities; is a self-starter (required).
- Excellent communication skills – verbal and written (required).
- Ability to effectively work in a team. Set team deadlines and goals, and delegate to others (required).
- CIC, CISR designation or equivalent (preferred).
- Epic experience (preferred).
- Active Resident Property and Casualty insurance license (required).
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.