Client Support Associate

A full-service advisory firm, Curi is comprised of three distinct businesses: Curi Insurance, its flagship medical malpractice liability insurer; Curi Advisory, its consulting arm; and Curi Capital, a registered investment advisor (RIA). What we all have in common is an unwavering commitment to serving clients. As fierce healthcare advocates, business leaders, and thoughtful partners, Curi offers unmatched access and exudes a deep understanding of specific client circumstances. With exceptional accessibility and dedication, Curi’s trusted expertise, ability to form deep relationships, and holistic approach deliver outcomes that are proven, actionable, and meaningful—in medicine, business, and life.

Position Overview

Reporting to the Manager, Client Services, the Client Support Associate (CSA) serves as a primary point of contact for client inquiries across Curi’s geographic footprint.  This role delivers timely, accurate, and high-touch responses to incoming calls and emails, either resolving issues directly or connecting clients with the appropriate internal experts.

To be successful, the CSA must develop a strong understanding of key functions within Curi Insurance and Curi Advisory, with working knowledge of Curi Capital. Exceptional communication skills and a client-first mindset are essential to ensure satisfaction in every interaction.

The CSA also plays a key role in administering programs such as Policyholder Dividends and the Legacy Fund, and in providing tier 1 technological assistance for Curi’s portals.

This position is based in Minnesota and requires a hybrid work arrangement in our Edina, MN office.

Key Results Areas

1.       Frontline Client Support and Communication

2.       Program Administration

3.       Technological Assistance for Curi Portals

4.       Operational and Team Support

5.       In-Office Administrative Responsibilities

Frontline Client Support & Communication

• Serve as the initial point of contact for client inquiries via phone and email, delivering prompt, professional, and solution-focused responses.
• Maintain a high-level understanding of services across Curi Insurance and Curi Advisory to provide immediate assistance or accurate referrals.
• Use internal systems to document interactions and maintain updated client information.
• Educate clients on benefits, the client portal, and company initiatives to enhance engagement and satisfaction.

Program Administration

• Coordinate the distribution of Policyholder Dividends in alignment with leadership direction.
• Manage the Legacy Fund (Member Savings Account) to ensure accurate tracking and reporting.
• Ensure relevant systems supporting the Dividend and Legacy Fund programs are consistently updated and complete.

Technological Assistance for Curi Portals

• Manage client inquiries and assist with basic troubleshooting when clients experience difficulty interacting with Curi portals.
• Problem-solving may involve working with our IT team to resolve issues.

Operational & Team Support

• Contribute to continuous service improvement efforts and the development of client support standards.
• Participate in department initiatives and strategic projects as needed.
• Provide general administrative support and assist with special assignments as directed.

In-Office Administrative Responsibilities

• Process incoming mail by opening, sorting, and distributing or scanning materials to the appropriate recipients in a timely manner.
• Prepare and process outgoing mail and shipments, ensuring accuracy and adherence to company procedures.
• Other in-office duties as assigned.

Special Skills 

• Strong organizational and time-management skills
• Ability to produce high-quality work with minimal supervision
• Excellent verbal and written communication skills 
• Excellent customer service skills with desire to take ownership and drive issues to resolution
• Ability to display a professional demeanor in all encounters
• Ability to handle multiple tasks simultaneously
• Ability to effectively work within a team environment
• Ability to maintain and preserve confidentiality 

Required Education and Experience

• High School Diploma or equivalent plus three years of customer service experience; OR
• Bachelor’s degree plus one year of customer service experience

Our Vision: To be the trusted partner in medicine, business, and life. 

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve. 

Our Values:

• Accountability: We are driven to act, work with integrity, and deliver results. 
• Curiosity: We ask and listen, stay curious, and are eager to learn. 
• Teamwork: We build strong relationships, celebrate success, and partner for greater impact. 
• Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together

Built On; 

• Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities. 

Our Benefits:
Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.

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