Commercial Insurance Client Account Specialist

Choice Insurance; Bloomington (IN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Voluntary Life & Short-Term Disability

Benefits package (medical, dental, 202

401(k) match

PTO & Birthday PTO

HSA or FSA

Licensure assistance

Work-life balance

Job summary

Choice Insurance, a Vizance Company, is seeking a Client Account Specialist – Commercial Lines Insurance to manage day-to-day client accounts and support sales, policy changes and claims. This entry-level role focuses on building ongoing #PeopleFirst relationships with small to mid-sized clients.

Based in Bloomington, MN, you will support Insurance Advisors, ensure accurate data entry, and assist with onboarding new clients while maintaining confidentiality and compliance.

Qualifications

• Minimum 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.
• Works under direct supervision.
• Willingness to obtain Property & Casualty insurance license within the first 60 days of employment.

Responsibilities

• Promotes customer retention by providing #peoplefirst customer service.
• 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, with 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.
• Remarkets accounts as needed.
• Secures quotes for new business opportunities.
• 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 changes and new product information, to continuously improve knowledge base.
• Hleps support training new individuals when asked.
• Offers transactional assistance to Commercial Lines Team.

Skills

Customer service

Interpersonal skills

Office administration

Education

Associate's degree or higher

Job description

Choice Insurance, a Vizance Company, is seeking a Client Account Specialist – Commercial Lines Insurance to manage day-to-day client accounts and support sales, policy changes and claims. This entry-level role focuses on building ongoing #PeopleFirst relationships with small to mid-sized clients.

Based in Bloomington, MN, you will support Insurance Advisors, ensure accurate data entry, and assist with onboarding new clients while maintaining confidentiality and compliance.