Description
Job Summary
The Account Specialist's main responsibilities include:
Support Broker with providing client service
Produce/assist with producing client submissions, proposals, presentations, insurance summaries and reports
Coordinate and review billing, invoice materials, and premium finance agreements
Create and update account information in shared database
Provide day-to-day support with routine inquires and transactions concerning clients such as answering phone calls, assisting clients, scanning, photocopying and insurance policy check processing
To succeed, the Account Specialist will need to be a highly motivated individual willing to work
hard with good time management and critical thinking skills as well as excellent written and oral communication capabilities
Required Experience
Bachelor's degree required, preferably in an insurance-related field
Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word
Knowledge of agency management system is a plus; Sagitta preferable
Commercial property and casualty experience is a plus
Licensed property/casualty insurance agent/broker license. If not currently licensed,
Greyling will provide the opportunity to do so
Primary Responsibilities
Input client information into Sagitta (agency management software system)
Request loss runs
Pre-complete renewal schedules and applications
Prepare ACORD applications
Create client files on shared server, prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports
Prepare confirmations of coverage and insurance program charts
Coordinate with other staff on certificate-holder list
Assist with processing and tracking mid-term endorsement requests
Follow up on underwriter subjectivities
Assist with program analysis for potential clients
Assist with contract review of insurance requirements
Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion
Assist quoting using insurer's online platforms where applicable
Provide day-to-day support with routine inquires and transactions concerning client
Serve as a backup when a broker is out of the office
Job Accountability Measures
Internal and external customer satisfaction
Adherence to established procedures
Timing and quality of service
Technical accuracy; attention to detail
Positive professional attitude; leadership
Proactive problem-solving
Effective communication
Personal development
Avoidance of errors and omissions
Meet or exceed agreed-upon goals
WHY JOIN US?
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
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