Client Account Specialist - Commercial Lines at Choice Insurance

Eagan, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Jan, 26

Salary

0.0

Posted On

18 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Interpersonal Skills, Data Entry, Operational Support, Policy Management, Claims Management, Billing Assistance, Confidentiality, Insurance Knowledge, Relationship Building, Attention to Detail, Time Management

Industry

Insurance

Description

Description With an attitude of caring partnership among our associates, for our clients, and with the communities we serve, we design and implement a full range of insurance, employee benefits, safety and risk management, claims management, wellness, and financial service solutions that protect the financial security of businesses and families. As a family enterprise, we naturally put people first. That’s our culture. We pride ourselves on fostering an environment that is supportive, creative and fun. It’s why our associates enjoy a strong bond working together for the benefit of each other, our clients and the communities we serve. The desire to help people is in our collective DNA. We are a vital and growing firm. We enjoy dynamic leadership and a simple management structure that stimulates free-flowing communication, far-reaching vision, ambitious drive and innovation. Summary The Client Account Specialist - Select Lines Insurance is responsible for meeting the marketing, service, and quality standards of Choice Insurance, a Vizance Company. The candidate is responsible for day-to-day account management for small to mid-sized clients. This role works to develop ongoing #PeopleFirst relationships with clients by supporting and facilitating sales, policy changes and claims. This role is onsite at our Eagan, MN location. WHAT YOU WILL DO: Administrative support with the management of commercial 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. Promotes customer retention by providing #peoplefirst customer service by maintaining solid business-to-business relationships Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy. Creates and generates reports upon request. Assists with billing and payment inquiries. Maintains confidentiality of sensitive information. Keeps informed of insurance industry and new product information, coverages and technology to continuously improve knowledge base 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 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.)

Responsibilities

The Client Account Specialist is responsible for day-to-day account management for small to mid-sized clients, ensuring marketing, service, and quality standards are met. This role involves administrative support, operational tasks, and promoting customer retention through strong business relationships.