Christensen Group Insurance Open Role


Client Manager & Leader

Posted on
May 14, 2024

This position is accountable for the Senior Client Managers, Client Managers, and Client Advocates. As a Client Manager and Leader, you provide direct support to producers and internal team members to aid both the retention of existing business and generation of new business. Your focus is marketing new and renewal business, in partnership with producers, and includes building proposals and binding coverage.

Full Time
Eden Prairie
Business Insurance

Job details

Core Duties and Expectations

Account Management

  • Manage service team workflow
  • Act as a technical expert to producer and clients
  • Manage renewal process
  • New Business Marketing
  • Renewal Business Marketing
  • Maintain and build rapport with key partners
  • Issue supporting documents
  • 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

Leadership and Supervision

  • Assist team in achieving business objectives
  • Hiring, promotions, performance and termination process
  • Conduct and/or facilitate annual performance review, career path/long-term personal development goals and compensation reviews
  • Ensure compliance with office policies and procedures
  • Maintain accurate and thorough job descriptions
  • Coordinate and  facilitate Department meetings as needed
  • Celebrate successes through formal and informal recognition
  • Work with VP of Commercial Lines and Small Business to research and develop products & services, direct resources and oversee implementation of procedures for department and staff

Job 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. Is a self-starter.
  • Excellent communication skills – verbal and written.
  • Ability to effectively work in a team. Set team deadlines and goals, delegate to others, and keep team environment motivating and fun.
  • 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.