4 дня назад
Account Specialist (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Specialist (Insurance): Supporting Account Managers and Account Executives on large and complex client accounts with an accent on coverage comparisons, policy processing, loss analysis, invoicing, and client-specific reporting. Focus on maintaining accurate account data, solving insurance service issues, managing special assignments, and coordinating detailed workflows across multiple priorities.
Company
is an independent insurance company with a team-based operating model, employee ownership, and a broad commercial insurance business.
What you will do
- Support Account Managers and Account Executives on large and complex client accounts.
- Prepare coverage comparisons, submissions, premium and rate comparisons, audits, and other account analyses.
- Interact with clients regarding special program needs, new assignments, and unique service expectations.
- Process loss analysis, invoicing, allocation spreadsheets, endorsements, billing, cancellations, and deductible analysis.
- Maintain complete account records in the AMS, including policies, schedules, and driver lists.
- Review certificates of insurance and support industry-specific reporting, internal reviews, and special client projects.
Requirements
- Applicable insurance experience; specialty experience is preferred.
- Strong insurance knowledge and attention to detail.
- General insurance designation achieved; additional insurance designations are preferred.
- Project and time management skills with the ability to manage multiple priorities independently.
- Experience with Microsoft Office, specifically PowerPoint, Outlook, Word, and Excel.
- Limited travel required, less than 10%.
Culture & Benefits
- Collaborative, entrepreneurial, and team-oriented work environment.
- Flexible work options and paid time off, holidays, and sabbatical leave.
- Medical, prescription, dental, vision, life, disability, accident, and critical illness coverage.
- FSA, HSA, 401(k), stock purchase, and annual performance bonus programs.
- Professional development, well-being stipend, family assistance, and gift matching.
- Employee ownership model with opportunities to participate in the company’s growth.
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