What are the responsibilities and job description for the Client Account Specialist position at Choice Insurance?
The Client Account Specialist – Commercial 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 #PeopleFirst relationships with clients by supporting and facilitating sales, policy changes and claims.
This role is full-time onsite at our Bloomington, MN location.
WHAT YOU WILL DO:
- Promotes customer retention by providing #peoplefirst 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 Commercial 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
Requirements
WHAT YOU WILL BRING:
- Excellent customer service and interpersonal skills
- Ability to assist with departmental projects.
- Performs assigned duties within the department and focuses primarily on day-to-day operational tasks.
- Works under direct supervision
- Willingness to obtain Property & Casualty insurance license within the first 60 days of employment. (Required - Assistance provided.)
Salary Description
$23-28 per hour
Salary : $23 - $28