Client Account Specialist - Personal Lines at Choice Insurance

Eagan, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

11 May, 26

Salary

0.0

Posted On

10 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Account Management, Data Entry, Insurance Knowledge, Claims Support, Policy Changes, Billing Assistance, Document Generation, Workflow Management, Confidentiality, Report Generation, Coverage Review, New Business Opportunities, Training Support, Operational Support, Time Management

Industry

Insurance

Description

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.

Responsibilities

The Client Account Specialist is responsible for day-to-day account management for small to mid-sized clients, promoting customer retention and providing excellent customer service. This includes administrative support, assisting with claims, and ensuring compliance with organizational needs.