Account Specialist, Customer Account Operations

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: People feel supported and excited to be part of something meaningful! The Client Account Specialist – Commercial Lines Insurance 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 role is full-time onsite at our Bloomington, MN location.
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.
Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed.
Remarkets accounts as needed.
Assists with billing and payment inquiries.
Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy.
Verifies accuracy and coverage adequacy of policies, requests changes to correct errors as needed.
Helps support training new individuals when asked.
Offers transactional assistance to Commercial Lines Team.
COMPANY PAID Voluntary Life and Short-Term Disability insurance
~ Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
~Minimum 1 year office administrative experience
Excellent customer service and interpersonal skills
Ability to assist with departmental projects.
Works under direct supervision
Required - Assistance provided.)