Client Advocate- Processing Team
This position supports daily client needs as well as supports the entire team with processing certificates of insurance as well as miscellaneous requests.
Salary Range: $50,000 - $65,000
Salary is based on collective experience, knowledge, and skillsets for the posted role.
Job details
Account Management
- Provide day-to-day client servicing.
- Support team in handling of calls/emails and investigates questions and concerns from insured (Change Requests, Certificates, and Basic Policy questions).
- Process incoming mail (postal, email and/or faxes) and distribute to team as needed.
- Process cancellation notices/non-payment issues; Advise Client Manager/Account Executive to handle
- Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery
- Deliver policies as directed by Producer/Client Manager/Account Executive
- Request and prepare policy endorsements
- Prepare and issue certificates of insurance, and deliver Special Handling Certificates to Client Manager/Account Executive
- Process client monthly reports
- Process premium audits. Deliver disputed Audits to Client Manager/Account Executive
- Follow agency procedures for EPIC (client management system)
- Perform other duties as assigned.
Other Duties and Responsibilities
- Maintain culture of employee ownership – contribute time and support to agency/carrier events or activities that strengthen our culture
- Create and maintain a positive work environment
- Accept special assignments as directed by Department Managers
- Support agency directives in effectively managing agency/carrier relationships
- Work openly and constructively with team members to reinforce the importance of delivering an efficient, effective and high-quality work product
- Represent Christensen Group in the greatest professional and ethical manner possible
- Provide the ultimate customer experience within the boundaries of the organization’s capabilities
- 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
- Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations
- Contribute to creating a safe and fun learning environment
- Commit to continued education to grow skills and knowledge
Job requirements
- At least 3 years of Business Insurance customer service experience (required).
- Ability to manage 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).
- 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.