Client Manager- Middle Market - Human Services

Christensen Group IncNew Ulm, MN
$70,000 - $85,000

About The Position

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.

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).
  • Active Resident Property and Casualty insurance license (required).

Nice To Haves

  • CIC designation or equivalent (preferred).
  • Epic experience (preferred).

Responsibilities

  • 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
  • Support and service other accounts as needed
  • 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

Benefits

  • We are employee owned. A large part of our compensation package is the Employee Stock Ownership Plan (ESOP) which means we all have skin in the game.
  • All ESOP eligible employees participate in an allocation of ESOP shares that are targeted at 15% of W-2 pay.
  • At Christensen Group we offer a comprehensive employee benefits package including medical, dental, vision, HSA’s, FSA’s, short-term/long-term disability, life insurance, 401(k), identity shield, and pet insurance.
  • onsite gym
  • racquetball court
  • walking treadmill desks
  • Golf Simulator

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

101-250 employees

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