What are the responsibilities and job description for the Client Account Specialist - Select Lines position at Vizance?
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 BRING:
- Current Property & Casualty license (or ability to obtain in the first 60 days of employment. Assistance provided.)
- Well versed and preferably 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
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Education:
- Associate (Preferred)
License/Certification:
- Property & Casualty License (Preferred)
Work Location: In person
