Client Technical Advisor - Employee Benefits
About The Position
Choice Insurance, a Vizance Company, is hiring a Client Technical Advisor to support its Employee Benefits team onsite in Bloomington, Minnesota. Choice Insurance provides insurance products and services for business, personal, and agricultural needs, and emphasizes tailored insurance programs, associate loyalty, client relationships, and a team culture focused on client success. The role provides day-to-day operational and client service support, including assisting with new business, quoting, renewals, re-quoting, and preparation of presentation materials. The advisor works proactively with Account Managers to prepare for upcoming renewals and assists with client requests and inquiries. The position works under direct supervision and focuses primarily on daily departmental operations.
Requirements
- At least 1 year of customer service and/or administrative assistance experience.
- Ability to work onsite daily, Monday through Friday, 8 a.m. to 5 p.m.
- Excellent customer service and interpersonal skills.
- Ability to assist with departmental projects.
- Willingness to obtain a Life and Health insurance license within the first 60 days of employment; assistance is provided.
Nice To Haves
- Associate's degree or higher.
Responsibilities
- Assist with new business and quoting activities.
- Assemble presentation materials.
- Assist with renewing accounts and re-quoting activities.
- Work proactively with Account Managers to prepare for upcoming renewals.
- Provide outstanding client service and anticipate the needs of clients, Client Service Advisors, and Advisors.
- Meet or exceed company service standards and follow guidelines for Account Classification Levels.
- Communicate critical issues to Client Service Advisors.
- Assist Account Managers with client service requests, including changes, payments, claims, billing questions, ID card requests, carrier correspondence, late payments, non-renewals, cancellations, reinstatements, general inquiries, and other requests.
- Provide backup support for the front desk and switchboard.
- Assist with general office duties as requested.
- Follow Client Technical Advisor procedures and workflows, and maintain strong knowledge of them.
- Keep current on open activities and ensure Epic records are accurate.
- Meet or exceed accuracy, quality, efficiency, productivity, retention, and client satisfaction goals.
- Participate in scheduled department meetings.
- Maintain an organized work environment, including desk, files, electronic folders and documents, email, and voicemail.
- Remain on pace with training, follow agreed-upon education plans, and set and achieve performance goals.
- Provide suggestions to the Service Team Leader for improving the company.
- Promote and maintain company partner relationships.
- Develop strong knowledge of the industry, markets, companies, and quoting systems.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
