Client Account Manager - Commercial Lines

Commercial Lines Client Account Manager

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: Be the leader in associate loyalty and client relationships. Everything we do begins with our people. This is a place where associates come first - voices are heard and contributions are valued. People feel supported and excited to be part of something meaningful! We operate under the "We before Me" mindset to foster a positive team culture that is committed to client success. Join us on The Journey - you're welcome here!

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 Eagan, MN location.

Core 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.

Related Skills & Key Competencies

• 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

Compensation Range: $28.00 - $36.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Vision insurance
• Volunteer time off

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