CLIENT ADVOCATE

Company: Christensen Group Insurance
Location: Eden Prairie
Posted on: October 15, 2024

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, Brooklyn Park , CLIENT ADVOCATE, Other , Eden Prairie, Minnesota