What are the responsibilities and job description for the Client Account Specialist - Personal Lines position at Choice Insurance?
Description:
The Client Account Specialist- Personal Lines assists in the management of accounts under the direction of their Lead, Client Account Executives and Advisor teams with Choice Insurance, a Vizance Company. Working closely with the Insurance Advisors and Client Account Executives, this role is responsible for various administrative tasks that include but not limited to data entry, customer service, tracking and reviewing documentation, mail, phones, and other administrative duties.
This role will be onsite at our Fargo, ND branch
WHAT YOU WILL DO:
- Administrative support with the management of client accounts.
- Timely and accurate completion of tasks, basic product knowledge.
- Administrative support with the management of 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.
- Ongoing product support based on client inquires.
- Promote the #PeopleFirst delivery of customer service with clients and have and a basic knowledge of insurance products.
- Checks new business policies, renewal policies, endorsements, and audits for accuracy.
- Creates and generates reports upon request.
- Assists with billing and payment inquiries.
- Maintains confidentiality of sensitive information.
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
- Ability to assist with departmental projects.
- Performs assigned duties within the department and focuses primarily on day-to-day technical/operational tasks.
- Works under direct supervision
- Property & Casualty and Life & Health Licensing required within 60 days of hire.
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