Account Services Director

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Oversee and manage service delivery for assigned account portfolios.

• Act as the primary contact for internal business partners and stakeholders.

• Be the main liaison for servicing brokers, delivering a unique customer service experience.

• Address complex tasks and escalated issues, such as account reviews, triage, policy issuance, rating preparation, billing, and CRITs resolution.

• Lead and serve as a subject matter expert for Underwriting Operations teams.

• Provide guidance, resolve problems, distribute work, offer training, and ensure quality assurance.

• Build and maintain relationships with Underwriters, Operations, Global Service Operations, IT, and other collaborators.

• Ensure adherence to compliance and regulatory standards.

• Keep account files and documentation organized.

• Engage in projects as necessary.

• Apply LEAN principles and methodologies for continuous process and procedure improvement.

• Support NAC, Middle Market Construction, and Specialty business areas.

⛳️ Requirements

• Experience in Commercial Account Service or relevant prior experience in the insurance industry.

• Highly desired experience in multi-line, admitted commercial Property & Casualty.

• Proven expertise in Workers Compensation, Auto, General Liability, Umbrella, and Excess Liability.

• Strong customer service orientation with the ability to fulfill customer needs operationally.

• Capability to manage competing priorities effectively.

• Ability to influence outcomes positively.

• Strong relationship-building skills with key partners.

• Excellent written and verbal communication abilities.

• Ability to thrive in a fast-paced work environment.

• Preferred 5+ years of experience in the same or a related field.

• A Bachelor’s degree and/or Insurance designation preferred.

• Proficiency in Microsoft Office Suite.

• Familiarity with SmartSheets, ImageRight, PolicyWriter, Policy Decisions, or other insurance policy issuance platforms is desirable.

🏝️ Benefits

• A variety of medical plans, as well as dental, vision, and prescription drug coverage.

• Competitive 401k plan with generous matching contributions.

• Paid Time Off starting at 20 days per year.

• Up to 12 paid company holidays annually.

• 2 paid days for Volunteer Time Off.

• Basic Life and AD&D Insurance coverage.

• Short and Long-Term Disability benefits.

• Paid Parental Leave for up to 10 weeks.

• Support for Student Loan Assistance and Tuition Reimbursement.

• Backup Child and Elder Care services.