Commercial Lines Specialist-Spring 2027

Christensen Group Inc•Eden Prairie, MN

About The Position

This entry-level role begins with an in-depth training program designed to introduce someone new to insurance to the industry. The specialist learns insurance processes and procedures, develops an understanding of risk management, and works with multiple areas of the business insurance department to understand how the business functions as a whole. The role supports the team with customer inquiries and insurance service tasks, including processing mail, cancellation notices, policy changes, endorsements, certificates, client reports, and premium audits. The specialist follows agency procedures for Applied EPIC and escalates specified matters to a Client Manager or Account Executive. The position also contributes to a positive, safe, and effective team environment; supports agency and carrier relationships and events; represents Christensen Group professionally and ethically; and pursues continued education to grow skills and knowledge.

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

Participate in the in-depth training program and learn insurance processes, procedures, and risk management.
Support the team in handling calls and emails and investigate insureds’ questions and concerns about billing, change requests, certificates, auto ID cards, and basic policy questions.
Process incoming postal mail, email, and faxes for the team and distribute them to team members.
Process cancellation notices and non-payment issues, and advise the Client Manager or Account Executive to handle them.
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 and carrier events or 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 help deliver efficient, effective, high-quality work.
Represent Christensen Group professionally and ethically.
Provide the ultimate customer experience within the organization’s capabilities.
Keep management informed of known actions or communications that may affect successful performance of assignments or adversely affect company operations.
Commit to continued education to grow skills and knowledge.