Vizance, Inc.
Description
The Client Account Manager - Commercial Lines 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 is a full-time onsite role at our Fargo, ND location.
WHAT YOU WILL DO
Promotes customer retention by providing #peoplefirst customer service by maintaining solid business-to-business relationships
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.
Timely and accurate completion of tasks, basic product knowledge.
Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed
Reviews current coverage and recommends changes in coverage and markets as needed at each service contract
Remarkets accounts as needed
Secures quotes for new business opportunities
Maintains orderly electronic files and information in accordance with agency standards
Maintains confidentiality of sensitive information.
Assists with billing and payment inquiries.
Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy.
Creates and generates reports upon request.
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
Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base
Helps support bringing up and training new individuals when asked
Offers transactional assistance to Commercial Lines Support Staff
WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE
COMPANY PAID Voluntary Life and Short-Term Disability insurance!
Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
401(k) & company match
HSA
FSA
Paid Time Off
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
REQUIREMENTS
Property & Casualty Licensing required within 60 days of hire (Assistance provided)
Ability to assists with departmental projects.
Performs assigned duties within the department and focuses primarily on day to day technical/operational tasks.
Excellent customer service and interpersonal skills
Works under direct supervision
Work full-time - Monday-Friday 8am-5pm onsite at branch location
#J-18808-Ljbffr
The Client Account Manager - Commercial Lines 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 is a full-time onsite role at our Fargo, ND location.
WHAT YOU WILL DO
Promotes customer retention by providing #peoplefirst customer service by maintaining solid business-to-business relationships
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.
Timely and accurate completion of tasks, basic product knowledge.
Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed
Reviews current coverage and recommends changes in coverage and markets as needed at each service contract
Remarkets accounts as needed
Secures quotes for new business opportunities
Maintains orderly electronic files and information in accordance with agency standards
Maintains confidentiality of sensitive information.
Assists with billing and payment inquiries.
Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy.
Creates and generates reports upon request.
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
Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base
Helps support bringing up and training new individuals when asked
Offers transactional assistance to Commercial Lines Support Staff
WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE
COMPANY PAID Voluntary Life and Short-Term Disability insurance!
Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
401(k) & company match
HSA
FSA
Paid Time Off
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
REQUIREMENTS
Property & Casualty Licensing required within 60 days of hire (Assistance provided)
Ability to assists with departmental projects.
Performs assigned duties within the department and focuses primarily on day to day technical/operational tasks.
Excellent customer service and interpersonal skills
Works under direct supervision
Work full-time - Monday-Friday 8am-5pm onsite at branch location
#J-18808-Ljbffr