Client Services Advocate- Large Group

Description

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 you are constantly learning and developing through on-the-job experiences to best serve your clients.  

What Does a Client Services Advocate Do? 

As a Client Services Advocate you are responsible for managing the coordination of services for employee benefit clients. This role will require a positive team attitude and support for employee benefit consultants in all service areas. The focus for this role is to market new and renewal business and contribute to agency revenue goals.  

Core Duties and Responsibilities 

• Demonstrate general knowledge of agency carriers, carrier/brokerage marketing and underwriting to coordinate with insurance companies to address client issues and solve client problems 
• Demonstrate professionalism daily – appearance, approach, leadership etc. 
• Support agency directives in effectively managing agency/carrier relationships 
• Attend or conduct renewal and open enrollment meetings (will vary depending on team) 
• Manage customer needs through servicing daily needs and actively participation in monthly client calls 
• Assist clients with their compliance schedule 
• Assist with billing, claim and eligibility issues  
• Support clients to implement changes in their benefit plans and onboard of new members 
• Be a member of service team, along with the Producer and Benefit Consultant, to meet client needs  

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.  

A role at Christensen Group Employee Benefits team gives you the chance to be a part of client’s key strategies to engage their team. Employee benefit plans are an important part of our client’s recruiting and retention of employees. Building benefit plans to stay competitive attractive will continue to evolve with the labor market, and this role will be dynamics to match our clients’ needs. 

Our Employee Benefits team handles clients from a group size of 2 up to 2000+ members. For the large group role, these are groups 51+. Being a strategic partner to our clients’ leadership team on their benefit plan requires knowledge of fully insured and self-insured medical plans, understanding of ACA compliance, dental, vision and other ancillary benefits to build an attractive benefit offering to employees.  

Individuals who are in the Large Group Client Services Advocate role can continue in their career growth by taking on a Benefit Consultant role and eventually becoming an Account Executive owning more of the client relationships.  

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, like 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, FSA, short-term/long-term disability, Life/AD&D insurance, Voluntary Life/AD&D insurance, 401(k), identity shield, and pet insurance.  

Most people spend most 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 
• Knowledge of group medical, dental, disability, life, voluntary products, COBRA, ERISA, FSA, HSA, and HRA plans.  
• Experience within independe