Client Account Specialist - Williston - Choice Insurance

    Choice Insurance
    Choice Insurance Williston

    1 day ago

    Description

    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 #PeopleFirst relationships with clients by supporting and facilitating sales, policy changes and claims.

    This is a full-time onsite role in Williston, ND.

    WHAT YOU WILL DO

    • Promotes customer retention by providing #peoplefirst 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
    • 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 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 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 & Birthday PTO
    • 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
    Requirements
    • Property & Casualty Licensing required within 60 days of hire (Assistance provided)
    • Ability to assists with departmental projects.
    • Performs assigned duties within the department and focuses primarily on day to day technical/operational tasks.
    • Excellent customer service and interpersonal skills
    • Works under direct supervision

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