Commercial Lines Specialist-Spring 2027

Christensen Group•Eden Prairie, MN

About The Position

This is an entry-level position beginning with an in-depth training program for someone new to insurance. The role involves learning insurance processes and procedures, understanding risk management, and working with multiple areas of the business insurance department to understand how the business functions as a whole. The specialist supports the team with customer inquiries and insurance processing, including billing questions, change requests, certificates, auto ID cards, and basic policy questions. The position also processes mail, cancellation notices, policy changes, endorsements, certificates of insurance, client reports, and premium audits, following agency procedures for Applied EPIC. The role also contributes to a positive, safe, and collaborative work environment; supports agency and carrier relationships and events; delivers high-quality customer service; and commits to continued education and skill development.

Requirements

0–3 years of customer service experience.
Ability to work in a team setting.
Microsoft Office experience, specifically Word and Excel.
Detail-oriented.
Ability to organize and prioritize work responsibilities.
Excellent verbal and written communication skills.
Ability to obtain a Resident Property and Casualty Insurance license within 45 days of the start date.

Responsibilities

Support the team in handling calls and emails and investigate insureds’ questions and concerns regarding billing, change requests, certificates, auto ID cards, and basic policy questions.
Process incoming postal mail, email, and faxes and distribute them to the team.
Process cancellation notices and non-payment issues, referring them to the Client Manager or Account Executive for handling.
Review policies, send change requests to companies, update schedules and applications, and prepare policies for delivery.
Deliver policies as directed by the Producer, Client Manager, or Account Executive.
Request and prepare policy endorsements.
Issue certificates of insurance and deliver Special Handling Certificates to the Client Manager or Account Executive.
Process client monthly reports.
Process premium audits and deliver disputed audits to the Client Manager or Account Executive.
Follow agency procedures for Applied EPIC.
Contribute time and support to agency or carrier events and activities that strengthen the employee-ownership culture.
Help create and maintain a positive, safe, and fun learning environment.
Accept special assignments as directed by Department Managers.
Support agency directives for effectively managing agency and carrier relationships.
Work openly and constructively with team members to deliver an efficient, effective, high-quality work product.
Represent Christensen Group professionally and ethically.
Provide the ultimate customer experience within the organization’s capabilities.
Keep management informed of known actions or information that could affect successful performance of assignments or adversely affect company operations.
Commit to continued education to grow skills and knowledge.