Client Manager & Leader

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

What Does a Client Manager & Leader Do? 

This position is accountable for the Senior Client Managers, Client Managers, and Client Advocates. As a Client Manager and Leader, you provide direct support to producers and internal team members to aid both the retention of existing business and generation of new business. Your focus is marketing new and renewal business, in partnership with producers, and includes building proposals and binding coverage.  

Core Duties and Expectations 

Account Management 

• Manage service team workflow 
• Act as a technical expert to producer and clients 
• Manage renewal process 
• New Business Marketing 
• Renewal Business Marketing 
• Maintain and build rapport with key partners 
• Issue supporting documents 
• 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 

Leadership and Supervision 

• Assist team in achieving business objectives 
• Hiring, promotions, performance and termination process 
• Conduct and/or facilitate annual performance review, career path/long-term personal development goals and compensation reviews 
• Ensure compliance with office policies and procedures 
• Maintain accurate and thorough job descriptions 
• Coordinate and facilitate Department meetings as needed 
• Celebrate successes through formal and informal recognition 
• Work with SVP, CL Operations to research and develop products & services, direct resources and oversee implementation of procedures for department and staff  

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 Manager role requires a strong insurance background in order to act as a technical expert to producers and clients. Individuals may decide to grow technical skills to prepare for a more strategic, Account Executive Role, or become experts in the Client Manager role and train best practices to others. Individuals may stay in a specific role or team for their entire career, or they may continue to learn new areas of insurance or coverage types by taking on different accounts. At Christensen Group, we encourage individuals to be life-long learners and individuals are rewarded according to their unique skillset and knowledge.   

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 fo