What are the responsibilities and job description for the Client Account Specialist - Personal Lines (Onsite) position at Vizance?
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 BRING:
- Property & Casualty and Life & Health Licensing required within 60 days of hire (assistance provided).
- Ability to assist with departmental projects.
- Performs assigned duties within the department and focuses primarily on day-to-day technical/operational tasks.
- Works under direct supervision
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.
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.
Job Type: Full-time
Pay: $23.00 - $28.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Application Question(s):
- Are you comfortable working in an on-site position?
License/Certification:
- Property and Casualty Insurance License (Preferred)
- Life & Health Insurance License (Preferred)
Ability to Commute:
- Eagan, MN 55120 (Required)
Work Location: In person
Salary : $23 - $28
