Account Specialist - Risk Management

About the role

The Account Specialist is responsible for delivering consistent, timely, and accurate service to support clients, including insurance companies, producers, and account management teams.

Responsibilities

• Answer phones professionally, maintain a positive attitude, and provide consistent, high-quality service to clients daily, even in challenging interactions.
• Update client management systems as needed, and prepare and send proof of insurance to clients, lienholders, and other relevant parties.
• Follow-up with clients on incomplete applications and change forms.
• Complete any special projects assigned by the expected deadline.
• Increase industry and job knowledge as measured by attendance at continuing education, attaining, or updating designations, and participation in other agency training offerings.
• Build and maintain strong, long-lasting relationships with clients, both internal and external.
• Meet new and renewal or project deadlines as set between you and your Leader.
• Organize time in advance so all work and projects are completed on time and with appropriate content and organization.
• Demonstrate the ability to expand knowledge by assuming new responsibilities in the department or working on department projects.
• Maintain confidentiality of client and company information.
• Attend market or client discovery meetings, planning workshops, client progress meetings and/or stewardship meetings.
• Review incoming applications and changes received via email, phone, fax, or mail and completed accurately and timely where applicable.
• Input applications and change information into client management systems on a timely basis where applicable.

Requirements

• A high school diploma or GED.
• Two or four-year degree preferred.
• Experience in the insurance industry is preferred.
• One year of customer service experience is preferred.
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.

Qualifications

• Strong articulation and professionalism in communication.
• Effective collaboration and flexibility in teamwork.
• Consistency and reliability in delivering high-quality work.
• Detail-oriented with excellent organization and time management skills.
• Ability to focus and self-motivate while multi-tasking.
• Demonstrates a strong work ethic in all responsibilities.

Skills

• Strong articulation and professionalism in communication.
• Effective collaboration and flexibility in teamwork.
• Consistency and reliability in delivering high-quality work.
• Detail-oriented with excellent organization and time management skills.
• Ability to focus and self-motivate while multi-tasking.
• Demonstrates a strong work ethic in all responsibilities.

Benefits

• Annual Bonus
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Flexible Time Off (RTO)
• 11 Paid Holidays
• Paid Volunteer Time Off and Donation Match Program
• Tuition Reimbursement and Paid Certifications, Licenses, Designations
• Employee Assistance Program (EAP) and Wellness Program with Financial Incentives
• Hybrid Work Schedule
• $3,000 Referral Bonus

Pay

$25 - $30 per hour based on experience and qualifications.

Schedule

Full-time position with flexible work schedule.