Client Account Specialist - Commercial Lines

Job Description

Job Description

Description :

With an attitude of caring partnership among our associates, for our clients, and with the communities we serve, we design and implement a full range of insurance, employee benefits, safety and risk management, claims management, wellness, and financial service solutions that protect the financial security of businesses and families.

As a family enterprise, we naturally put people first. That’s our culture. We pride ourselves on fostering an environment that is supportive, creative and fun. It’s why our associates enjoy a strong bond working together for the benefit of each other, our clients and the communities we serve. The desire to help people is in our collective DNA.

We are a vital and growing firm. We enjoy dynamic leadership and a simple management structure that stimulates free-flowing communication, far-reaching vision, ambitious drive and innovation.

Summary

The Client Account Specialist - Select Lines Insurance is responsible for meeting the marketing, service, and quality standards of Choice Insurance, a Vizance Company. The candidate is responsible for day-to-day account management for small to mid-sized clients. This role works to develop ongoing #PeopleFirst relationships with clients by supporting and facilitating sales, policy changes and claims.

This role is onsite at our Bloomington, MN location.

WHAT YOU WILL DO :

• Administrative support with the management of commercial 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.
• Promotes customer retention by providing #peoplefirst customer service by maintaining solid business-to-business relationships
• 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.
• 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 :

Requirements :

WHAT YOU WILL BRING :