Account Specialist

About the role

The primary responsibility of the Account Specialist is delivering high-quality service and support to our valued clients. Service Specialists will support the Account Manager(s), Account Executive(s), Risk Advisor(s), and any overall office needs.

Responsibilities

• Support client relationships by assisting with a book of business in conjunction with a Risk Advisor or Account Manager
• Develop and nurture strong relationships with clients by providing excellent service and support to clients
• Serve as a contributing member of an exceptional, resourceful, and collaborative High-Performance Team (HPT)
• Regularly communicate with accounts to proactively address concerns
• Manage and report information from clients to ensure we are assisting to minimize exposures
• Process all administrative responsibilities promptly, including data integration and reporting for the team
• Maintain and report account satisfaction levels to ensure high levels of account retention
• Accurately assist with managing all account work in our agency management system (EPIC) to ensure all data is accurate and deadlines are met
• Manage assigned office operations such as – mail, phones, office supplies, etc.
• Aid in agency autonomy items including marketing, facilities as appropriate for your agency location
• Seek and develop opportunities to increase knowledge of insurance industry trends and market conditions
• Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
• Maintain confidentiality of client and company information
• Perform other duties, as assigned, appropriate to the position

Requirements

Proven experience in service/support management or a related client-facing role
Desire to obtain a license as required, if not currently licensed
Experience in the insurance industry is preferred
Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
Excellent communication and interpersonal skills, with the ability to interact effectively with clients and stakeholders at all levels
Exceptional problem-solving skills with a strong focus on client satisfaction
Strong organization and time management skills
Managing both client-facing responsibilities and internal office operations seamlessly
Ability to adapt to a fast-paced and dynamic environment
Ability to work with internal teams to report information, track tasks, and align efforts toward achieving client goals
Strong collaborative and morale skills to motivate and assist the internal high-performing team

Skills

• Proven experience in service/support management or a related client-facing role
• Desire to obtain a license as required, if not currently licensed
• Experience in the insurance industry is preferred
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Excellent communication and interpersonal skills, with the ability to interact effectively with clients and stakeholders at all levels
• Exceptional problem-solving skills with a strong focus on client satisfaction
• Strong organization and time management skills
• Managing both client-facing responsibilities and internal office operations seamlessly
• Ability to adapt to a fast-paced and dynamic environment
• Ability to work with internal teams to report information, track tasks, and align efforts toward achieving client goals
• Strong collaborative and morale skills to motivate and assist the internal high-performing team

Benefits

• Annual Bonus
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Paid Time Off (PTO): Paid time off ensures rest and balance, plus 11 paid holidays
• Donation Match Program
• Tuition reimbursement and paid certifications, licenses, and designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• $3,000 Referral Bonus

Pay

Competitive salary based on experience and qualifications

Schedule

Full-time position