Client Account Specialist - Commercial Lines at Choice Insurance

Fargo, North Dakota, United States -

Full Time

Start Date

Immediate

Expiry Date

08 May, 26

Salary

0.0

Posted On

07 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Retention, Business-to-Business Relationships, Account Management, Data Entry, Compliance, Product Knowledge, Claim Reporting, Coverage Review, Policy Remarketing, Quoting, File Maintenance, Confidentiality, Billing Inquiries, Policy Verification, Workflow Management, Industry Knowledge

Industry

Insurance

Description

Description The Client Account Manager - 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 positive relationships with clients by supporting and facilitating sales, policy changes and claims. This is a full-time onsite role at our Fargo, ND location. WHAT YOU WILL DO Promotes customer retention by providing outstanding customer service and maintaining solid business-to-business relationships 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, 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 at each service contract 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 and new product information, coverages and technology to continuously improve knowledge base Helps support bringing up and training new individuals when asked Offers transactional assistance to Commercial Lines Support Staff 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) & company match HSA/FSA Paid Time Off & Birthday PTO 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 Property & Casualty Licensing required within 60 days of hire (Assistance provided) Ability to assists with departmental projects. Performs assigned duties within the department and focuses primarily on day to day technical/operational tasks. Excellent customer service and interpersonal skills Works under direct supervision

Responsibilities

The Client Account Manager is responsible for day-to-day account management for small to mid-sized commercial lines clients, focusing on marketing, service, and quality standards. This involves supporting sales, facilitating policy changes, and assisting with claims to develop positive ongoing client relationships.