Client Manager - General Focus
Company: Christensen Group
Location: Eden Prairie
Posted on: April 1, 2026
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Job Description:
Full-time Description Essential Duties and Responsibilities
Account Management Provide day-to-day client management on a book
of business that primarily focuses on generalist accounts. 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 Requirements At least 5 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 Description $65,000 - $97,000
Keywords: Christensen Group, Woodbury , Client Manager - General Focus, Accounting, Auditing , Eden Prairie, Minnesota
