Account Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist the Account Manager and Account Executive with large and intricate client accounts.

• Create coverage comparisons, submissions, premium and rate evaluations, audits, and fulfill special requests.

• Engage with clients about specific program requirements and new assignments.

• Comprehend and meet unique client demands within the assigned book of business.

• Temporarily provide backup support to the Account Manager as necessary to ensure continuity of service knowledge.

• Identify problems and propose proactive solutions to the Account Manager and Account Executive.

• Conduct loss analysis and manage loss-specific invoicing, trending, tracking, and reconciliation activities.

• Address assigned unique client requests, including allocation spreadsheets across various coverage lines, entities, locations, or property ownership.

• Utilize the AMS to maintain comprehensive account details, upload policies, and enter schedules and driver lists.

• Oversee industry-specific reporting, encompassing well reporting and builder's risk.

• Review requests for certificates of insurance and offer guidance on invoicing allocations, surplus lines, policy processing, master COIs, customized Auto ID cards, and billing.

• Process endorsements and billing, examine cancellation notices, analyze loss information within Experience Mods, conduct deductible analysis, and participate in internal and other meetings.

• Operate independently and spearhead special project assignments.

• Assist with special client projects as necessary.

⛳️ Requirements

• Relevant experience is necessary; experience in specialty areas is preferred.

• Strong attention to detail and the ability to work within AMS while upholding data completeness standards.

• Attained a general insurance designation.

• Actively pursuing additional insurance designations is preferred.

• Effective project and time management skills to juggle multiple priorities and ensure processes progress smoothly from inception to completion.

• Proficient in Microsoft Office applications, particularly PowerPoint, Outlook, Word, and Excel.

• Minimal travel required, less than 10%.

• Strong knowledge of insurance and/or client specialty areas.

• Financial literacy.

• Adaptability and flexibility.

• Excellent interpersonal skills.

• Strong problem-solving abilities.

• Effective communication skills.

🏝️ Benefits

• Annual Performance Bonus

• Stock Purchase

• Medical Plans

• Prescription Drugs

• Dental

• Vision

• Family Assistance Program

• FSA

• HSA

• Pre-Tax Parking Plan

• 401(k)

• Life/AD&D

• Accident

• Critical Illness

• Hospital Indemnity

• Long Term Care

• Short-term Disability

• Long-term Disability

• Business Travel Accident

• Identity Theft

• Paid Time Off

• Flexible Work Options

• Paid Holidays

• Sabbatical

• Gift Matching

• Well-Being Stipend

• Personal and Professional Development

• Part ownership through the company's ownership business model