Client Account Specialist - Individual Health & Medicare

Leaders' Choice Insurance
Dickinson, ND
Job Description
Role Overview

The Client Account Specialist – Individual Health & Medicare is responsible for meeting the marketing, service, and quality standards of Choice Insurance, a Vizance Company. The associate is responsible for day-to-day account management for small to mid-sized clients.

What You Will Do

Assist the Medicare advisor team with client service, including scheduling and preparing for client meetings. Promotes customer retention by providing people first customer service.

Why It Might Be a Fit

This entry-level role works to develop ongoing #PeopleFirst relationships with clients by supporting and facilitating sales, policy changes and claims.

Requirements

  • Minimum of 1 year office administrative experience
  • Preferred Associate's degree or higher
  • Excellent customer service and interpersonal skills
  • Ability to assist with departmental projects
  • Willingness to obtain Life & Health insurance license within the first 60 days of employment

Benefits

  • COMPANY PAID Voluntary Life and Short-Term Disability insurance
  • Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
  • 401(k) match
  • Paid Time Off & Birthday PTO
  • Paid Holidays
  • HSA or FSA
  • Licensure assistance
  • Security of working for a stable, independent agency with a defined path for internal succession
  • A supportive team environment that celebrates success
  • Positive work-life balance
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