Top 8 Insurance advisor Jobs in Dickinson, Nd

Client Account Specialist – Health & Medicare Insurance
Choice Insurance —Dickinson, ND
- Full-time
- Office
- Administrative experience
- 1 year
- Health savings account
- Paid holidays
Quick Apply
Licensed Sales Professional (LSP) - ND
Allstate —North Dakota
- $36,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Client Account Specialist – Health & Medicare Insurance

Choice Insurance
Dickinson, ND

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching

Qualifications

Insurance needs analysis
Managing customer accounts
Customer communication
Sales support
Confidential information handling
Customer relationship building
Client onboarding
Medicare
Account maintenance
Workflow management (operations management method)
Service scheduling
Health insurance customer support
Client file management
Insurance issue resolution
Administrative experience
Meeting scheduling
Managing clients in a customer support role
Client retention
Coordinating with insurance clients
Insurance policy review
Compliance support tasks
Billing issue inquiries
Handling account queries
1 year
Data accuracy checks
Providing product information
Insurance sales
Associate's degree
Account management
Ad-hoc reporting

Full Job Description

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!

Job Description

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

This role is full-time onsite at our Dickinson, ND location.

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.
Administrative support with the management of insurance client accounts, primarily with the technical system and data entry duties.
Operational support for book of business, completing tasks timely and accurately to ensure compliance, organizational and client needs are met.
Timely and accurate completion of tasks, with basic product knowledge.
Supports Insurance Advisors in onboarding new clients, collecting required information, generating documents, assisting in claim reporting, and recommending additional coverage as needed.
Reviews current coverage and recommends changes in coverage and markets as needed.
Remarkets accounts as needed.
Secures quotes for new business opportunities.
Maintains orderly electronic files and information in accordance with agency standards.
Maintains confidentiality of sensitive information.
Assists with billing and payment inquiries.
Checks new business policies, insurance renewal policies, endorsements, and audits for accuracy.
Creates and generates reports upon request.
Verifies accuracy and coverage adequacy of policies, requests changes to correct errors as needed.
Independently manages workflow to ensure efficient, accurate and timely processing of transactions and renewals.
Keeps informed of industry changes and new product information, to continuously improve knowledge base.
Helps support training new individuals when asked.
Offers transactional assistance to Benefits Team.

WHAT 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) 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

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.
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.)

Quick Apply

Refine Your Search

insurance advisor jobs in dickinson, nd

Client Account Specialist – Health & Medicare Insurance

Licensed Sales Professional (LSP) - ND

Wealth Solutions Advisor

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