Client Account Specialist

Choice Insurance • Bloomington, MN

2h • $23 - $30 • Onsite

About The Position

The Client Account Specialist – Commercial Lines Insurance is an entry-level role responsible for meeting Choice Insurance’s marketing, service, and quality standards. The associate provides day-to-day account management for small- to mid-sized clients, developing ongoing client relationships while supporting sales, policy changes, and claims. The role is full-time and onsite at the Bloomington, Minnesota location. It operates under direct supervision and focuses primarily on day-to-day operational tasks.

Requirements

• Minimum 1 year of office administrative experience.
• Excellent customer service and interpersonal skills.
• Ability to assist with departmental projects.
• Willingness to obtain a Property & Casualty insurance license within the first 60 days of employment; assistance is provided.

Nice To Haves

• Associate's degree or higher.

Responsibilities

• Promote customer retention by providing customer service.
• Provide administrative support for insurance client accounts, primarily through technical systems and data entry.
• Support the book of business by completing tasks accurately and on time to meet compliance, organizational, and client needs.
• Complete assigned tasks accurately and on time while developing basic product knowledge.
• Support Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting with claim reporting, and recommending additional coverage as needed.
• Review current coverage and recommend coverage and market changes as needed.
• Remarket accounts as needed.
• Secure quotes for new business opportunities.
• Maintain orderly electronic files and information in accordance with agency standards.
• Maintain confidentiality of sensitive information.
• Assist with billing and payment inquiries.
• Check new business policies, renewal policies, endorsements, and audits for accuracy.
• Create and generate reports upon request.
• Verify policy accuracy and coverage adequacy, and request changes to correct errors as needed.
• Independently manage workflow to process transactions and renewals efficiently, accurately, and on time.
• Stay informed about industry changes and new product information to improve knowledge.
• Help train new individuals when asked.
• Provide transactional assistance to the Commercial Lines Team.

Benefits

• Company-paid voluntary life insurance and short-term disability insurance.
• Comprehensive employee benefits package, including medical, dental, vision, life, and disability insurance.
• 401(k) match.
• Paid time off and birthday PTO.
• HSA or FSA.
• Licensure assistance.
• Stable, independent agency with a defined path for internal succession.
• Supportive team environment that celebrates success.
• Positive work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed