Client Account Specialist - Personal Lines Insurance
2 days ago
Saint Paul
Job DescriptionDescription: 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., • 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, • 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.