Client Manager- Surety

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 Do? As a Client Manager, 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 marketing new and renewal business, in partnership with producers, and includes building proposals and binding coverage. 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 develop 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.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. Compensation$70,000-$90,000. Base salary is determined on collective knowledge, skills, and experience that is relevant to the role. The range listed above is based on a good faith estimate. Essential Duties and ResponsibilitiesServe as a primary point of contact for clients regarding surety services. Process bond applications, renewals, and modifications accurately and efficiently. Assist clients with surety underwriting requirements and documentation. Work closely with insurance carriers, brokers, and internal teams to secure appropriate bond solutions. Maintain and update client bond records, ensuring accuracy and compliance. Provide guidance to clients on bond requirements, terms, and conditions. Support the development and implementation of best practices for surety servicing. Stay up to date with industry regulations, market trends, and underwriting guidelines. Handle client inquiries and resolve any issues related to bond coverage or compliance. Assist with account reviews and renewal processes to ensure continued client satisfaction. Other Duties and ResponsibilitiesMaintain culture of employee ownership - contribute time and support to agency / carrier events or activities that strengthen our culture Create and maintain a positive work environment Accept special assignments as directed by Department Leaders Support agency directives in effectively managing agency / carrier relationships Work openly and constructively with team members to reinforce the importance of delivering an efficient, effective and high-quality work product Represent Christensen Group in the greatest professional and ethical manner possible Provide the ultimate customer experience within the boundaries of the organization's capabilities Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations Contribute to creating a safe and fun learning environment Commit to continued education to grow skills and knowledge RequirementsAt least 10 years of Business Insurance customer service experience, with an emphasis in the surety space (required). Knowledge of surety underwriting principles and requirements (required). Ability to work in a team setting (required). Microsoft Office experience, specifically Word and Excel (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). Ability to navigate insurance carrier websites (preferred). Insurance or surety-specific certifications (e.g., AFSB) are a plus. Salary Description $70,000-$90,000

Salary : $70,000 - $90,000