Commercial Lines Account Specialist

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

📋 Description

• Assist Account Managers, Producers, and other internal team members in maintaining client expectations and standards.

• Process modifications to accounts, ensuring consistency and documentation in Applied Epic.

• Foster personalized client relationships through phone, email, and face-to-face interactions.

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

• Collaborate with internal departments to guarantee prompt service delivery.

• Manage workload, client service requests, and business-process service standards effectively.

• Ensure data integrity while meeting activity timeliness, quality metrics, and goals.

• Keep accurate records of client data, policy information, activities, attachments, and agent/broker details in agency management systems.

• Adhere to servicing workflows, document conversations with clients and carriers, take necessary actions, and follow up accordingly.

• Cultivate professional relationships with Producers, Account Managers, customer service team members, managers, 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.

• Ability to adapt to new computer functions and processes.

• Excellent written and verbal communication skills.

• Self-driven and goal-oriented.

• 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