What are the responsibilities and job description for the Client Account Specialist - Commercial Lines position at Vizance?
The Client Account Specialist - Commercial Lines 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 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 BRING:
- Current Property & Casualty license (or ability to obtain in the first 60 days of employment)
- Well versed and has general knowledge of standard concepts, practices, and procedures in the insurance industry
WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE:
- Competitive compensation package
- Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
- 401(k) match
- Paid Time Off
- Security of working for a stable, independent agency with a defined path for internal succession
- A supportive team environment that celebrates success
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.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Ability to Commute:
- Fargo, ND 58104 (Required)
Work Location: In person
