Client Services Advocate - Medicare & Individual Health

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

What Does a Client Services Advocate Do?

As a Client Services Advocate you are responsible for helping grow our Medicare and Individual book of business along with servicing these clients. The focus for this role is to market new, retain renewal business and contribute to agency revenue goals.

Core Duties and Responsibilities

• Demonstrate product knowledge on multiple carrier plans, make needs-based plan recommendations and assist in the enrollment process
• Conduct client meetings both in-person and virtually
• Conduct Sales Presentations both in-person and virtually
• Address client issues and solve client problems; assist with claim, billing and eligibility issues
• Assist in outreach and marketing efforts
• Demonstrate professionalism daily – appearance, approach, etc.
• Support agency directives in effectively managing agency/carrier/client relationships
• Maintain compliance and licensing requirements

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.

Our Medicare and Individual Health team handles clients at all stages of life. Being a strategic partner to our clients on their benefit plans requires knowledge of the Individual and Medicare healthcare markets to build an attractive benefit offering to them.

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, like 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, FSA, short-term/long-term disability, Life/AD&D insurance, Voluntary Life/AD&D insurance, 401(k), identity shield, and pet insurance.

Most people spend most 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.

• 4-year degree preferred or equivalent experience
• Previous Medicare, Individual health and pharmacy benefit experience
• Prior sales and/or customer service experience
• Proficiency in Salesforce, Zoom and Microsoft Office Suite (including Teams)
• Proven ability to work in a client-facing environment
• Possess thorough, organized, and detailed oriented approach to work, including effective problem-solving skills with minimal supervision
• Ability to apply effective time management and self-management skills
• Excellent communication skills – verbal and written
• Willingness to work effectively in a collaborative team environment
• Willingness and initiative to seek out and meet department needs – make recommendations
• Ability to maintain confidential information
• Ability to multi-task
• Minnesota Life and Health License required

*Offer is contingent on passing AHIP certification*