Client Account Specialist

The Client Account Specialist - Commercial Lines Insurance 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 entry-level 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 insurance coverage and recommends changes in coverage and markets as needed at each service contract
• Remarkets accounts as needed
• Secures insurance 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 insurance 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:

• Excellent customer service and interpersonal skills
• Ability to assist with departmental projects.
• Performs assigned duties within the department and focuses primarily on day-to-day operational tasks.
• Works under direct supervision
• Willingness to obtain Property & Casualty insurance license within the first 60 days of employment. (Required - Assistance provided.)

WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE:

• COMPANY PAID Voluntary Life and Short-Term Disability insurance!
• Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
• 401(k) & company match
• HSA
• FSA
• Paid Time Off
• Licensure assistance
• Security of working for a stable, independent agency with a defined path for internal succession
• A supportive team environment that celebrates success
• Positive work-life balance

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

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• Are you comfortable working onsite?

Ability to Commute:

• Bismarck, ND 58503 (Required)

Work Location: In person