Client Manager- Middle Market
What Does a Client Manager Do?
As a Client Manager, 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 marketing new and renewal business, in partnership with producers, and includes building proposals and binding coverage. The Client Manager is a peer leader of the service team and is responsible for delivering excellent customer service along with the Client Advocate.
Compensation
Salary Range: $70,000-$85,000
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
Core Duties and Expectations
- 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
Job requirements
- At least 5 years of Business/Commercial Lines Insurance customer service 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 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.