What are the responsibilities and job description for the Client Account Specialist - Select Lines position at Choice Insurance?
Job Description
Job Description
Description :
The Client Account Specialist - Select Lines is responsible for meeting the marketing, service, and quality standards of Vizance Insurance. 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.
WHAT YOU WILL DO :
- Promotes customer retention by providing #peoplefirst customer service by maintaining solid business-to-business relationships
- 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
- 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
- Offers transactional assistance to Commercial Lines Support Staff
WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE :
Requirements :
WHAT YOU WILL BRING :
