Account Specialist

Account Specialist II

Location: Chicago, IL (Virtual but local candidates) Duration: 12 Months Pay Rate: $35-$40/hr W2 They also need to have a P&C license.

Job Description

The Account Specialist II will assist Account Executives/Brokers on assigned accounts, managing key processes and undertaking client facing and internal activities as they relate to our commercial risk business. This is achieved through effective communication and partnership with our internal and outsourced Client Services partners.

Job Responsibilities

• Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, surplus lines filing and any other deliverables.
• Perform necessary activities or support in initiating a renewal, processing an invoice, issuing auto IDs, processing surplus lines, issuing emergency certificates, resolving premium account discrepancies, initiating endorsements, processing vehicle suspensions and processing other client requests.
• Mentor and assist junior staff with more complex account functions.
• React to field office requests via Broker Desktop tools that require actions in a timely manner.
• Ensure system of record (Bridge & Broker Desktop) is accurate and current to ensure outputs and client deliverables will be produced according to guidelines and policy detail.
• Liaise and be responsive to inquiries from outsourced provider to manage and ensure the timeliness and quality of outputs.
• Upload, index or attach documents in Document Management System.
• Perform pre-renewal account review with the field office to meet client expectations related to timelines and to ensure accuracy of deliverables (certificates, invoices, endorsements, etc.).
• Help colleagues troubleshoot and resolve client issues within the client team.
• Upon policy placement creates policy summaries, schedules of insurance, calculates premium allocations, and provides quality review of all post placement outputs.
• Manage; Monitor and complete special client projects.
• Participate in office and client visits.

Required Experience

• Ability to effectively communicate both verbally and written with external and internal clients on client servicing activities
• Understands operation processes and methodologies; proven ability to work effectively with moderate guidance and supervision.
• Must have strong Microsoft Office, with Client on Excel skills to import/export data, strong Word skills, some v-look up experience a plus.
• Successfully operates in a fast-paced output driven environment that requires staff members to multi-task, react quickly and perform task that are not routine.
• Must maintain appropriate insurance brokers license or obtain within 6 months of hire.

Preferred Experience

• 3-5 years of commercial insurance experience.
• Education:
• Bachelors degree, or five plus years of industry experience.