Client Account Specialist - Commercial Lines

Description

With an attitude of caring partnership among our associates, for our clients, and with the communities we serve, we design and implement a full range of insurance, employee benefits, safety and risk management, claims management, wellness, and financial service solutions that protect the financial security of businesses and families.

As a family enterprise, we naturally put people first. That’s our culture. We pride ourselves on fostering an environment that is supportive, creative and fun. It’s why our associates enjoy a strong bond working together for the benefit of each other, our clients and the communities we serve. The desire to help people is in our collective DNA.

We are a vital and growing firm. We enjoy dynamic leadership and a simple management structure that stimulates free-flowing communication, far-reaching vision, ambitious drive and innovation.

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

This role is onsite at our Eagan, MN location.

• Administrative support with the management of commercial 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.
• Promotes customer retention by providing #people first customer service by maintaining solid business‑to‑business relationships
• Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy.
• Creates and generates reports upon request.
• Assists with billing and payment inquiries.
• Maintains confidentiality of sensitive information.
• Keeps informed of insurance industry and new product information, coverages and technology to continuously improve knowledge base

• COMPANY PAID Voluntary Life and Short-Term Disability insurance!
• Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
• 401(k) match
• Paid Time Off & Birthday PTO
• HSA or FSA
• 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

• 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.)