Marketing Specialist

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 Marketing Specialist Do? 

As a Marketing Specialist, your main focus is supporting the marketing team by processing work associated with new and renewal accounts.  

Core Duties and Expectations 

• Enter accurate client information into system applications, including setting up new clients in AMS and Worksmart 
• Update Marketing Department New/Renewal business spreadsheet 
• Review and update the following when necessary: 
• Large property, equipment, and auto scheduled from clients versus the quotes 
• Final quotes against proposal drafts, ensuring that they match the final proposal 
• Schedules and applications, and prepare for policy delivery as requested 
• Save new business info such as policies, schedules, loss runs, emails, etc. from carrier websites into department systems 
• Create initial submissions using template apps from policies/schedules received from prospects and clients 
• Prepare quotes, renewal proposals and other documents for delivery to producer, as well as update applications to match said proposals 
• Generate Pre renewal documents/processing including  
• Pull loss runs as needed 
• Pull Experience Mod 
• Generate exposure workbooks 
• Assist with maintaining programs documents 
• Rate lines of coverage on carrier websites 
• Provide training to new and existing team members on applications, importing/exporting schedules, and proposal processes as needed 
• Gather info for Monthly new Business email  
• Maintain culture of employee ownership – contribute time and support to agency/carrier events or activities that strengthen our culture 
• Projects as requested by Leader including assisting marketing team with program business and carrier reports. 

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. 

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.  

Requirements

• 4-year degree preferred or equivalent experience 
• 1 – 3 years of Business Insurance customer service experience (or equivalent) preferred 
• Ability to work in a team setting 
• Microsoft Office experience (Word and Excel background) 
• AMS 360 experience (desirable) 
• Ability to navigate carrier websites 
• Detail-oriented  
• Ability to organize and prioritize work responsibilities 
• Ability to contribute to agency revenue goals by following established policies and procedures 
• Excellent communication skills – verbal and written 
• Ability to obtain Minnesota Property and Casualty insurance license