Commercial Lines Client Account Manager

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 #peoplefirst relationship with clients by supporting and advising sales, policy changes and claims. It is an onsite position at our Golden Valley, MN branch.WHAT YOU WILL DO:Administrative and operational support for Client Account Executives, Team Leads, and Insurance Advisors managing books of business between $300,000-$600,000 revenue. Promotes customer retention by providing #peoplefirst customer service by maintaining solid business-to-business relationshipsPre-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 neededRemarkets accounts as neededSecures quotes for new business opportunitiesMaintains orderly electronic files and information in accordance with agency standardsVerifies accuracy and coverage adequacy of policies, requests changes to correct errors as neededIndependently manages workflow to ensure efficient, accurate and timely processing of transactions and renewalsKeeps informed of industry and new product information, coverages and technology to continuously improve knowledge baseHelps support bringing up and training new individuals as neededOffers transactional assistance to Commercial Lines Support StaffWHAT 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 matchHSAFSAPaid Time OffLicensure assistanceSecurity of working for a stable, independent agency with a defined path for internal successionA supportive team environment that celebrates successPositive work-life balanceCulture Alignment:Choice Insurance - A Vizance Company is #PeopleFirst, insurance second.People don't need just another insurance agency. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and insurance together in our communities. In contributing to our culture, Choice team members are guided by our core values.Embrace change and encourage innovation.Know when to ask for help and know when to offer help.Better the places we live.Work hard. Do the right thing.Have a little fun. Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values.Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices.We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here! DisclosureThis job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees. All employment at Choice Insurance, a Vizance Company is "at-will" employment. This position description does not create an employment contract, implied or otherwise. RequirementsWHAT YOU WILL BRING:Excellent customer service and interpersonal skills2-year Degree in related field of study or 4 years combination of education andor insurance experience (Required)Current Property & Casualty Licensing andor Life and Health Licensing (Required)Well versed and has knowledge of standard concepts, practices, and procedures in the insurance industry. 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 goalsWorks under general supervision Salary Description $27.00-33.00Hour

Created: 2025-03-03