Client Account Manager - Commercial Lines at Choice Insurance

Bloomington, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Aug, 26

Salary

36.0

Posted On

19 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Commercial Insurance Underwriting, Policy Analysis, Customer Retention, Microsoft Office, Microsoft Excel, Problem Solving, Decision Making, Written Communication, Oral Communication, Interpersonal Skills, Rating Procedures, Claims Support, Workflow Management, Mentoring, Account Management

Industry

Insurance

Description

Description 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 Summary The Commercial Lines Client Account Manager is responsible for meeting the marketing, service, and quality standards of Choice Insurance, A Vizance Company. This role works closely with the Insurance Advisors in developing an ongoing people first relationship with clients by supporting and advising sales, policy changes and claims. This role is full-time onsite at our Bloomington, MN location. Core Responsibilities Administrative and Operational Support Assist Client Account Executives, Team Leads, and Insurance Advisors managing books of business between $300,000-$600,000 revenue. Maintains orderly electronic files and information in accordance with agency standards Pre-qualifies and analyzes future customer client needs while recommending coverage, as needed to meet the clients needs. Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed 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 Client Service and Retention Promotes customer retention by providing outstanding customer service by maintaining solid business-to-business relationships Remarkets accounts as needed Secures quotes for new business opportunities Professional Development & Leadership Helps support mentoring and training new individuals as needed Offers transactional assistance to Commercial Lines Support Staff Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency. Perform other miscellaneous duties as assigned by agency management. Related Skills & Key Competencies Leads as a team player with excellent interpersonal skills Possesses excellent written and oral communication skills Maintains a dynamic and engaging communication style that fosters connection and collaboration. Promotes and administers change and accepts diversity Exhibits problem-solving, and decision-making skills Fosters open communication Advanced knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists. Proficient computer skills including Microsoft Office & Excel Adapts to changing instructions and working environment Must work in an efficient, systematic way Compensation Range: $28.00 - $36.00 per hour Benefits: 401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Paid training Parental leave Professional development assistance Referral program Vision insurance Volunteer time off Requirements 2-year Degree in related field of study, 4-year degree preferred or 4 years combination of education and/or insurance experience Current Property & Casualty Licensing Well versed and has knowledge of accounting regulations, standard concepts, practices and procedures. Assists and administers departmental projects including process improvement, procedure creation and implementation. Serves as a subject matter expert in one or more functional areas of the department. Relies on experience and judgement to plan and accomplish goals. Works under general supervision

Responsibilities

The role supports Insurance Advisors by managing commercial books of business, handling policy changes, and onboarding new clients. It focuses on maintaining high customer retention through outstanding service and ensuring the accuracy of insurance coverage.