Christensen Group Insurance
Client Manager - Commercial Lines
Christensen Group Insurance, Eden Prairie, Minnesota, United States, 55344
Overview
Join to apply for the
Client Manager - Commercial Lines
role at
Christensen Group Insurance . Responsibilities
Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions). Process incoming mail (postal, email and/or faxes) for the team and distribute to team Process cancellation notices/non-payment issues Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery Deliver policies as directed by Producer Request and prepare policy endorsements Issue certificates of insurance and deliver special handling certificates Process client monthly reports Process premium audits and deliver disputed audits Follow agency procedures for client management system New/Renewal Marketing
Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures Review expiration checklist and manage workflow per Commercial Lines Service Standards Work with team to coordinate market ready submissions including specialty applications Review and roll renewal submissions or create Acord applications as directed by team Complete online rating with carriers as required for coverage placement as directed by team Prepare finance agreements with finance companies Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients. Other Duties and Responsibilities
Accept special assignments as directed by leader Support agency directives in effectively managing agency/carrier relationships 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 Qualifications
At least 4+ years of Business Insurance customer service experience (required). Experience with online quoting and overall knowledge of the commercial insurance marketplace (required). Ability to work in a team setting (required). Detail-oriented (required). Ability to organize and prioritize work responsibilities (required). Excellent communication skills – verbal and written (required). Active Resident Property and Casualty insurance license (required). Epic experience (preferred). Microsoft Office experience, specifically Word and Excel (preferred) Ability to navigate insurance carrier websites (preferred). Salary Range:
$65,000 - $97,000 Salary is dependent on collective experience, knowledge, and skillsets for the posted role. Benefits
Christensen Group offers a variety of benefits including, but not limited to, health, dental, and vision insurance, 401k program, LTD, STD, paid holidays, paid time off, employee safe and sick leave, and many other ancillary benefits. Christensen Group is also 100% employee-owned. Job Details
Seniority level : Mid-Senior level Employment type : Full-time Job function : Finance and Sales Industries : Insurance
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Join to apply for the
Client Manager - Commercial Lines
role at
Christensen Group Insurance . Responsibilities
Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions). Process incoming mail (postal, email and/or faxes) for the team and distribute to team Process cancellation notices/non-payment issues Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery Deliver policies as directed by Producer Request and prepare policy endorsements Issue certificates of insurance and deliver special handling certificates Process client monthly reports Process premium audits and deliver disputed audits Follow agency procedures for client management system New/Renewal Marketing
Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures Review expiration checklist and manage workflow per Commercial Lines Service Standards Work with team to coordinate market ready submissions including specialty applications Review and roll renewal submissions or create Acord applications as directed by team Complete online rating with carriers as required for coverage placement as directed by team Prepare finance agreements with finance companies Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients. Other Duties and Responsibilities
Accept special assignments as directed by leader Support agency directives in effectively managing agency/carrier relationships 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 Qualifications
At least 4+ years of Business Insurance customer service experience (required). Experience with online quoting and overall knowledge of the commercial insurance marketplace (required). Ability to work in a team setting (required). Detail-oriented (required). Ability to organize and prioritize work responsibilities (required). Excellent communication skills – verbal and written (required). Active Resident Property and Casualty insurance license (required). Epic experience (preferred). Microsoft Office experience, specifically Word and Excel (preferred) Ability to navigate insurance carrier websites (preferred). Salary Range:
$65,000 - $97,000 Salary is dependent on collective experience, knowledge, and skillsets for the posted role. Benefits
Christensen Group offers a variety of benefits including, but not limited to, health, dental, and vision insurance, 401k program, LTD, STD, paid holidays, paid time off, employee safe and sick leave, and many other ancillary benefits. Christensen Group is also 100% employee-owned. Job Details
Seniority level : Mid-Senior level Employment type : Full-time Job function : Finance and Sales Industries : Insurance
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