Client Technical Advisor - Employee Benefits

Description

Company Overview

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!

This is an onsite position in Bloomington, MN. 

Key Responsibilities and Accountabilities 

Assist with new business 

•   Assist with quoting activities 
•   Assemble presentation materials 

Assist with renewing accounts 

•   Assist with re-quoting activities 
•   Assemble presentation materials 
•   Proactively work with Account Managers to make sure that upcoming renewals are prepared for in advance 

Provide outstanding client service 

•   Anticipate client, Client Service Advisor, and Advisor needs, and then exceed those expectations 
•   Meet or exceed company service standards, following guidelines for Account Classification Levels 
•   Communicate critical issues to Client Service Advisors 
•   Assist Account Managers in providing outstanding service to clients, including: 
•       Requested changes 
•       Payments 
•       Claims 
•       Billing questions 
•       Requests for ID cards 
•       Correspondence with insurance carriers 
•       Late payment situations 
•       Non-renewals, cancellations, and reinstatements 
•       General inquiries 
•       All other 

Provide back-up help for the front desk and switchboard 

Assist with general office duties as requested 

Follow the system 

•   Correctly follow the Client Technical Advisor Procedures and Client Technical Advisor Workflows 
•   Maintain excellent knowledge of procedures and workflows 
•   Stay current on open activities and ensure that Epic is always 100% accurate 
•   Meet or exceed accuracy and quality goals 
•   Meet or exceed efficiency and productivity goals 
•   Meet or exceed retention and client satisfaction goals 
•   Participate in scheduled department meetings 
•   Maintain an organized work environment, including desk, files, electronic folders and documents, email, voicemail, etc. 

Engage in development activities  

•   Remain on pace for training 
•   Follow the agreed-upon education plans 
•   Set and achieve performance goals 
•   Provide suggestions to Service Team Leader on ways to improve the company 

Promote company partner relationships 

•   Build and maintain company relationships 
•   Develop strong knowledge of industry, markets, companies, quoting systems, etc. 

Other duties as assigned 

Requirements

• Minimum 1 year customer service and/or administrative assistance experience
• Ability to work onsite daily, Monday - Friday 8am-5pm 
• Preferred Associate's degree or higher
• Excellent customer service and interpersonal skills
• Ability to assist with departmental projects.
• Performs assigned duties within the department and focuses primarily on day-to-day operational tasks.
• Works under direct supervision
• Willingness to obtain Life & Health insurance license within the first 60 days of employment. (Required - Assistance provided.)