Commercial Lines Account Specialist

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

📋 Description

• Assist Account Managers, Producers, and other internal personnel in meeting client expectations and maintaining standards.

• Manage changes, ensure consistency, and document information in Applied Epic.

• Cultivate personalized relationships with clients through phone calls, emails, and face-to-face meetings.

• Clarify coverage terms, program options, and other relevant details to clients.

• Collaborate with internal teams to guarantee cohesive and prompt service delivery.

• Prioritize tasks, client service requests, and adhere to business process service guidelines.

• Meet data integrity, activity timeliness, quality metrics, and performance objectives.

• Keep accurate and comprehensive client records, including policy information, activities, attachments, and agent/broker details.

• Adhere to servicing workflows and document interactions with clients and carriers.

• Foster collaborative relationships with Producers, Account Managers, customer service team members, management, carriers, and other departments.

⛳️ Requirements

• Minimum of 2 years of experience in Insurance account management.

• Proficient in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat.

• Flexible and adaptable to new software functionalities and processes.

• Excellent written and verbal communication skills.

• Self-driven and focused on achieving goals.

• Proactive approach to problem-solving.

• Strong attention to detail.

🏝️ Benefits

• Medical/Rx

• Dental

• Vision

• Life Insurance

• Disability Insurance

• ESPP

• 401k

• Student Loan Assistance

• Tuition Reimbursement

• Free Mental Health & Enhanced Advocacy Services

• Paid Time Off

• Holidays

• Preferred Partner Discounts