Account Specialist

Job Description
Job Title :Account Specialist

Status:Non exempt

Why this role is important:

The Account Specialist is a key support role that ensures seamless coordination between Account Managers, clients, brokers, and internal teams with an emphasis on stop-loss. This role is instrumental in handling stop-loss processing, subrogation assistance, and internal communications-helping to prevent unnecessary delays and ensuring timely, professional responses. The ideal candidate is highly organized, detail-oriented, has strong math aptitude and thrives in a structured environment while managing multiple tasks efficiently.

Key Responsibilities:

• Provide day-to-day assistance to Account Managers and Stop Loss Administrators.
• Reporting & Data Management: Maintain and update client records, generate reports, and ensure data accuracy.
• Stop-Loss & Subrogation Coordination: Facilitate communication between the Client Relationship Manager, the stop-loss team, and other departments to ensure efficient processing.
• Document Preparation: Assist in drafting and formatting reports, presentations, and other business documents.
• Communication & Coordination: Serve as a liaison between departments, ensuring smooth information flow and timely task completion.
• Support special projects and initiatives as assigned by the department manager.
• Perform additional administrative tasks to support efficient business operations.

Qualifications:

• High school diploma or equivalent; college degree preferred.
• Industry experience preferred.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong math aptitude with extensive experience in Excel including but not limited to, VLOOKUPs, and pivot tables.
• Previous experience in dealing with senior management, clients, and or brokers.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Detail-oriented with strong problem-solving skills.
• Ability to handle sensitive information with confidentiality.

Working Conditions:

• This is a full-time hourly position.
• Work is primarily conducted in an office environment, but hybrid work is possible with management permission.

Compensation range:$20/hr-$22/hr

Requirements

Qualifications:

• High school diploma or equivalent; college degree preferred.
• Industry experience preferred.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong math aptitude with extensive experience in Excel including but not limited to, VLOOKUPs, and pivot tables.
• Previous experience in dealing with senior management, clients, and or brokers.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Detail-oriented with strong problem-solving skills.
• Ability to handle sensitive information with confidentiality.

Working Conditions:

• This is a full-time hourly position.
• Work is primarily conducted in an office environment, but hybrid work is possible with management permission.