CLIENT ADVOCATE
Company: Christensen Group Insurance
Location: Eden Prairie
Posted on: October 15, 2024
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Job Description:
Full-time position in Eden Prairie/Waite Park/Remote
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.
What Does a Client Advocate Do?
As a Client Advocate 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
excellent customer service and managing daily client business
insurance needs.
Core Duties and Expectations
--- Issue certificates of insurance
--- Process Audits
--- Change Requests and Endorsements
--- Process incoming mail and distribute to the team
--- Policy Check-ins
--- Billing Functions
--- 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
Training
We believe in creating a safe and open learning environment for all
employees. This means employees are encouraged to be curious, seek
insurance designations to deepen insurance knowledge and be
challenged with new growth opportunities.
Insurance covers all industries and types of businesses. Which
means you create your own career path as a generalist (knowing all
types of insurance coverages and needs), specialist (focused on an
industry/coverage type) or navigate between both roles over the
span of a career.
The Client Advocate role provides foundational knowledge and skills
for a long career in insurance. Individuals may decide to grow
technical skills to prepare for a more strategic, Client Manager or
Account Executive Role, or become experts in the Client Advocate
role and train best practices to others. Often it takes 18-24
months to learn the Client Advocate role before taking on a new
role or position.
Perks of Working at Christensen Group
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. An ESOP is a retirement asset, similar to a
401(k) Plan but the difference is a 401k grows based on the stock
market and our ESOP grows based on the work we contribute as a
team.
All ESOP eligible employees participate in an allocation of ESOP
shares that are targeted at 15% of W-2 pay. In simple terms,
Christensen Group adds shares equal to a dollar value into your
ESOP retirement account every year. What we contribute is 5x more
than the typical 3% employer 401(k) match.
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.
Most people spend the majority of their adult lives at their
workplace - and we know that burning some energy is important
during the day. So, when we built out our new office, we made sure
to include some space for people to stay fit, blow off some steam
and get their sweat on. This can be done in our Golf Simulator, the
onsite gym, on the racquetball court, or on our walking treadmill
desks.
Requirements
--- 4-year degree preferred or equivalent experience
--- 0 - 3 years of Business Insurance customer service experience
(or equivalent)
--- Microsoft Office experience (strong math and Excel
background)
--- AMS360 experience (desirable)
--- Ability to navigate carrier websites
--- Detail-oriented
--- Ability to organize and prioritize work responsibilities
--- Excellent communication skills - verbal and written
--- Obtain Minnesota Property and Casualty insurance license upon
hire
Keywords: Christensen Group Insurance, Bloomington , CLIENT ADVOCATE, Other , Eden Prairie, Minnesota
Click
here to apply!
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