Commercial Lines Account Specialist

6 days ago


Minneapolis, Minnesota, United States Choice Bank Full time
About the Role

The Client Account Specialist, Commercial Lines is a key member of our team at Choice Bank, responsible for delivering exceptional customer service and support to our clients.

This role requires a strong understanding of the insurance industry and the ability to work closely with our Insurance Advisors to develop and maintain strong relationships with our clients.

Key Responsibilities
  • Administrative Support: Provide administrative support to the management of client accounts, ensuring timely and accurate completion of tasks and maintaining a high level of knowledge of standard concepts, practices, and procedures in the insurance industry.
  • Operational Support: Provide operational support for the book of business, including pre-qualifying and analyzing future client needs, recommending coverage as needed, and assisting with claim reporting.
  • Project Support: Assist with departmental projects, including process improvement, procedure creation, and implementation.
Requirements

To be successful in this role, you will need to have a strong understanding of the insurance industry, excellent communication and interpersonal skills, and the ability to work effectively in a team environment.

You will also need to have a basic knowledge of insurance products and be able to navigate our technical systems.

What We Offer

As a Client Account Specialist, Commercial Lines at Choice Bank, you will have the opportunity to work with a dynamic team, develop your skills and knowledge, and make a real difference to our clients.



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