Client Account Specialist - Commercial Lines

Choice Insurance; Williston (ND); On-site; USD 42,000 - 56,000; Full time

Job summary

Choice Insurance in Williston, ND is seeking a Client Account Specialist - Commercial Lines to manage day-to-day client accounts and support sales, policy changes and claims. This full-time on-site role focuses on delivering excellent service and accurate administrative support.

The ideal candidate has at least 1 year of office experience, strong customer service, and is willing to obtain a Property & Casualty license within 60 days of employment with company assistance.

Qualifications

• Minimum of 1 year office administrative experience.
• Preferred Associate's degree or higher.
• Excellent customer service and interpersonal skills.
• Willingness to obtain Property & Casualty license within 60 days of employment (assistance provided).

Responsibilities

• Promotes customer retention by providing outstanding service to business clients.
• Administrative support with management of insurance client accounts and data entry.
• Assist Insurance Advisors in onboarding new clients, collecting information, and processing changes.
• Review current coverage and renewals for accuracy and market suitability; generate reports as needed.

Skills

Customer service

Interpersonal skills

Administrative experience

Attention to detail

Education

Associate's degree or higher

Job description

All Jobs > Client Account Specialist - Commercial Lines<br>

Client Account Specialist - Commercial Lines<br>ND

Description

Company Overview

Choice Insurance offers comprehensive insurance products and services for business, personal and agricultural needs. We help clients identify risks and exposures within their personal lives and businesses and believe that the strength of an insurance program is measured by how closely it’s tailored to its client’s needs. At Choice Insurance, a Vizance Company our vision is simple: Be the leader in associate loyalty and client relationships. Everything we do begins with our people. This is a place where associates come first - voices are heard and contributions are valued. People feel supported and excited to be part of something meaningful! We operate under the "We before Me" mindset to foster a positive team culture that is committed to client success. Join us on The Journey - you're welcome here!

Purpose

The Client Account Specialist - Commercial Lines is responsible for meeting the marketing, service, and quality standards of Choice Insurance, a Vizance Company. The associate is responsible for day-to-day account management for small to mid-sized clients. This entry-level role works to develop ongoing positive relationships with clients by supporting and facilitating sales, policy changes and claims.

This role is full-time onsite in Williston, ND

• Promotes customer retention by providing outstanding customer service by maintaining solid business-to-business relationships
• Administrative support with the management of insurance 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.
• Timely and accurate completion of tasks, basic product knowledge.
• 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
• Maintains orderly electronic files and information in accordance with agency standards
• Maintains confidentiality of sensitive information.
• Assists with billing and payment inquiries.
• Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy.
• Creates and generates reports upon request.
• 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

Requirements

• Minimum of 1 year office administrative experience
• Preferred Associate's degree or higher
• 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.
• Willingness to obtain Property & Casualty insurance license within the first 60 days of employment. (Required - Assistance provided.)