Client Account Specialist - Personal Lines

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 #PeopleFirst relationships with clients by supporting and facilitating sales, policy changes and claims. 

This role will be full-time onsite at our Eagan, MN branch

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 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

Requirements

• 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.