Client Account Manager - Commercial Lines

Choice Insurance•Bloomington, MN

1d•$28 - $36•Onsite

About The Position

The Commercial Lines Client Account Manager is responsible for meeting the marketing, service, and quality standards of Choice Insurance, A Vizance Company. This role works closely with the Insurance Advisors in developing an ongoing people first relationship with clients by supporting and advising sales, policy changes and claims. This role is full-time onsite at our Bloomington, MN location.

Requirements

2-year Degree in related field of study, 4-year degree preferred or 4 years combination of education and/or insurance experience
Current Property & Casualty Licensing
Well versed and has knowledge of accounting regulations, standard concepts, practices and procedures.
Assists and administers departmental projects including process improvement, procedure creation and implementation.
Serves as a subject matter expert in one or more functional areas of the department.
Relies on experience and judgement to plan and accomplish goals.
Works under general supervision
Leads as a team player with excellent interpersonal skills
Possesses excellent written and oral communication skills
Maintains a dynamic and engaging communication style that fosters connection and collaboration.
Promotes and administers change and accepts diversity
Exhibits problem-solving, and decision-making skills
Fosters open communication
Advanced knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists.
Proficient computer skills including Microsoft Office & Excel
Adapts to changing instructions and working environment
Must work in an efficient, systematic way

Responsibilities

Assist Client Account Executives, Team Leads, and Insurance Advisors managing books of business between $300,000-$600,000 revenue.
Maintains orderly electronic files and information in accordance with agency standards
Pre-qualifies and analyzes future customer client needs while recommending coverage, as needed to meet the clients needs.
Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed
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
Promotes customer retention by providing outstanding customer service by maintaining solid business-to-business relationships
Remarkets accounts as needed
Secures quotes for new business opportunities
Helps support mentoring and training new individuals as needed
Offers transactional assistance to Commercial Lines Support Staff
Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base
Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency.
Perform other miscellaneous duties as assigned by agency management.