Account Specialist - #26-12516

Description: Overview

• The Account Specialist 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. 

  Key Responsibilities

• 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.).

 
What We’re Looking For

• 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 emphasis 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.

 
Preferred Experience:

• 3-5 years of commercial insurance experience.

 
Education:

• Bachelor’s degree, or five plus years of industry experience.

About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
AI Statement: By applying, you acknowledge that AI-assisted tools may be used during hiring.