What are the responsibilities and job description for the Client Account Specialist- Personal Lines position at Choice Insurance?
Job Description
Job Description
Description :
The Client Account Specialist- Personal Lines assists in the management of accounts under the direction of their Lead, Client Account Executives and Advisor teams with Choice Insurance, a Vizance Company. Working closely with the Insurance Advisors and Client Account Executives, this role is responsible for various administrative tasks that include but not limited to data entry, customer service, tracking and reviewing documentation, mail, phones, and other administrative duties.
WHAT YOU WILL DO :
- Administrative support with the management of client accounts.
- Timely and accurate completion of tasks, basic product knowledge.
- Administrative support with the management of 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.
- Ongoing product support based on client inquires.
- Promote the #PeopleFirst delivery of customer service with clients and have and a basic knowledge of insurance products.
- Checks new business policies, renewal policies, endorsements, and audits for accuracy.
- Creates and generates reports upon request.
- Assists with billing and payment inquiries.
- Maintains confidentiality of sensitive information.
WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE :
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.
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.
Disclosure
This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees.
All employment at Choice Insurance, a Vizance Company is “at will” employment. This position description does not create an employment contract, implied or otherwise.
Requirements :
WHAT YOU WILL BRING :
