Client Account Specialist - Commercial Lines Insurance

The Client Account Specialist - Commercial Lines Insurance is responsible for meeting the marketing, service, and quality standards of Choice Insurance, A Vizance Company. The Account Specialist 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 would be an onsite role at either our Grand Forks branch. 

WHAT YOU WILL DO:

• Administrative support with the management of commercial insurance client accounts, primarily with the technical system and data entry duties.
• Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed
• 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
• Secures insurance quotes for new business opportunities
• 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.
• Maintains orderly electronic files and information in accordance with agency standards
• 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 & company match
• Paid Time Off
• HSA
• 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

Culture Alignment:

Choice Insurance - A Vizance Company is #PeopleFirst, insurance second.

People don’t need just another insurance agency. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and insurance together in our communities.

In contributing to our culture, Choice team members are guided by our core values.

· Embrace change and encourage innovation.

· Know when to ask for help and know when to offer help.

· Better the places we live.

· Work hard. Do the right thing. Have a little fun.

Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values.

Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. 

Be welcome at Choice. We can see you here.

• 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.)