Client Account Specialist

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

This is a full‑time onsite role at our Dickinson, ND location

• Promotes customer retention by providing #people first 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

• 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

• 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
• Work full‑time - Monday-Friday 8am-5pm onsite at branch location