Account Specialist

JOB SUMMARY:

The Account Specialist performs the essential functions of the position, which include aiding Account Advisors, Client Executives, and clients with specific service needs and making changes to existing accounts. Specific service and marketing responsibilities are learned in this position. Special Projects may be assigned on an as needed basis.

PRIMARY RESPONSIBILITIES:

• Provides technical support to Account Advisor(s); specifically, in working new business and renewal accounts

• Prepares Proposals, Renewal Reviews, and Insurance Schedules for use by Account Advisors and Client Executives with prospects and clients,

• Prepares final copies of proposals and readies presentations for delivery including the printing, compilation, and binding of materials,

• Assists in processing and service work performed on accounts as directed by the Account Advisor(s),

• Completes applications/data entry in coordination with Account Advisor(s),

• Processes incoming mail, email, and phone requests, responding promptly and appropriately,

• Performs various additional support functions including issuance of Auto ID Cards, endorsement request and processing, cancellation and non-renewal documentation and follow up, quotation checking and analysis, flood zone determination, invoicing, loss run summaries, quoting and marketing of accounts and other service-related duties as assigned.

PERSONAL AND ORGANIZATIONAL DEVELOPMENT:

• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of

transactions and other responsibilities.

• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.

• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

• Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.

KNOWLEDGE, SKILLS AND ABILITIES:

• High School education or equivalent with a minimum of 2 years’ insurance experience.

• Property & Casualty Insurance License, or the ability to obtain within the first 2 months (60 days) of employment.

• Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner.

• Ability to understand written and oral communication, and interpret abstract information

• Introductory knowledge of insurance products and usages.

• Introductory knowledge of insurance markets and reference to markets.

• Introductory knowledge of insurance rating and underwriting procedures.

• Ability to carry out complex tasks with many concrete and abstract variables.

• Strong computer skills with and familiarity with tools such as Outlook, Excel, Word and AMS

• Ability to manage complex projects simultaneously.

• Ability to work independently of Account Manager and take the lead on specific elements of client servicing when necessary.

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Vision insurance

Work Location: Hybrid remote in Greensboro, NC 27409