Client Account Specialist
9 days ago
Fargo
Job DescriptionDescription: 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 #PeopleFirst 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 #peoplefirst customer service by 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, • 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, • 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 balanceRequirements:, • 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, • Work full-time - Monday-Friday 8am-5pm onsite at branch location