Teams at Choice Insurance

Serve as primary post-sale contact for an assigned book of business: qualify prospects, prepare quotes, process renewals, recommend coverages, assist with claims, maintain client files, and partner with Insurance Advisors to grow and retain accounts while ensuring policy accuracy and strong customer service.

The Client Account Manager supports insurance advisors by managing client relationships, ensuring accurate coverage, and promoting customer retention. Responsibilities include administrative support, client onboarding, and maintaining communication to enhance service quality.

The Client Account Manager is responsible for supporting Insurance Advisors in managing client accounts, ensuring service quality, onboarding new clients, and maintaining records while promoting customer retention.