What are the responsibilities and job description for the Client Account Specialist - Personal Lines position at Choice Insurance, a Vizance Company?
Company Overview
Choice Insurance offers comprehensive insurance products and services for business, personal and agricultural needs. We help clients identify risks and exposures within their personal lives and businesses and believe that the strength of an insurance program is measured by how closely it’s tailored to its client’s needs. At Choice Insurance, a Vizance Company our vision is simple: Be the leader in associate loyalty and client relationships. Everything we do begins with our people. This is a place where associates come first - voices are heard and contributions are valued. People feel supported and excited to be part of something meaningful! We operate under the "We before Me" mindset to foster a positive team culture that is committed to client success. Join us on The Journey - you're welcome here!
Job Description
The Client Account Specialist – Personal Lines is responsible for meeting the marketing, service, and quality standards of Choice Insurance, a Vizance Company. The associate is responsible for day-to-day account management for small to mid-sized clients. This entry-level role works to develop ongoing positive relationships with clients by supporting and facilitating sales, policy changes and claims.
This role will be full-time onsite at our Fargo, ND branch
WHAT YOU WILL DO:
- Promotes customer retention by providing people-first customer service.
- Administrative support with the management of insurance client accounts, primarily with the technical system and data entry duties.
- Operational support for book of business, completing tasks timely and accurately to ensure compliance, organizational and client needs are met.
- Timely and accurate completion of tasks, with basic product knowledge.
- Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed.
- Reviews current coverage and recommends changes in coverage and markets as needed.
- Remarkets accounts as needed.
- Secures quotes for new business opportunities.
- Maintains orderly electronic files and information in accordance with agency standards.
- Maintains confidentiality of sensitive information.
- Assists with billing and payment inquiries.
- Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy.
- Creates and generates reports upon request.
- Verifies accuracy and coverage adequacy of policies, requests changes to correct errors as needed.
- Independently manages workflow to ensure efficient, accurate and timely processing of transactions and renewals.
- Keeps informed of industry changes and new product information, to continuously improve knowledge base.
- Helps support training new individuals when asked.
- Offers transactional assistance to Personal Lines Team.
WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE:
- COMPANY PAID Voluntary Life and Short-Term Disability insurance!
- Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
- 401(k) match
- Paid Time Off & Birthday PTO
- HSA or FSA
- Licensure assistance
- Security of working for a stable, independent agency with a defined path for internal succession
- A supportive team environment that celebrates success
- Positive work-life balance
WHAT YOU WILL BRING:
- Excellent customer service and interpersonal skills
- Proficient computer literacy and internet knowledge
- Ability to problem solve and assist with departmental projects.
- Performs assigned duties within the department and focuses primarily on day-to-day technical/operational tasks.
- Outstanding organization skills and time management capabilities
- Works under direct supervision and collaboratively with the Personal Lines Team
- Willingness to obtain Property & Casualty and Life & Health Licensing within 60 days of hire. (Assistance provided)