Account Specialist

Immediate need for a talented Account Specialist. This is a 12 Months Contract opportunity with long-term potential and is located in Bannockburn, IL (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:25-95993

Pay Range: $25 - $28/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
 
Key Responsibilities:

• Resolve basic inquiries associated with all aspects of *** Client Services (Client) service delivery (e.g. output delivery, basic invoice inquiries, etc.) and refers more complex inquiries to senior team members.
• Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, surplus lines filing and any other Client deliverables.
• Perform necessary activities or support a senior team member in the 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.
• Seeks assistance from senior team members when confronted with unfamiliar or complex processing transactions.
• React to field office requests via Broker Desktop tools that require actions in a timely manner.
• Organize or assist senior team members with the preparation of renewals and assist the distribution team with the delivery of relevant outputs.
• 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.t3d
• 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 basic client issues around Client services.
• Upon policy placement (with assistance from a senior team member), creates policy summaries, schedules of insurance, calculates premium allocations, and provides quality review of all post placement outputs.
• With assistance from senior team members, address and complete special client projects.
• Participate in office and client visits.

Key Requirements and Technology Experience:

• Must have skills: - Experience with commercial insurance/office experience.
• Entry level position 1-3 years of commercial insurance/office experience a plus; will also consider recent college graduate.
• 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.
• Must maintain appropriate insurance brokers license or obtain within 6 months of hire.

Our client is a leading Insurance Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
 
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