Entry Level Account Specialist

About the Role

The Account Specialist performs essential functions, including aiding Account Advisors and Client Executives with service needs and making changes to existing accounts. This position serves as the first point of contact for the organization, creating a welcoming and efficient front-office experience while supporting daily administrative operations. The ideal candidate is detail-oriented, approachable, and thrives in a fast-paced environment.

This role is responsible for adherence to Sentinel’s Errors and Omissions Management Program.

Responsibilities

• Provide technical support to Account Advisor(s) in servicing client needs.
• Complete applications in coordination with Account Advisor(s); assist in submittal to eligible carriers and follow up to ensure timely receipt of quotations and policies.
• Complete renewal reviews for upcoming accounts in accordance with Sentinel’s timelines and procedures.
• Coordinate with the Account Advisor and Client Executive to discuss coverages and needed changes.
• Prepare master certificates and related items; verify accuracy and forward to holders and clients with appropriate correspondence.
• Prepare summaries of insurance, schedules, and proposals as needed.
• Process renewals in coordination with Account Advisor(s) according to agency procedures.
• Review audits of policies; verify accuracy and facilitate corrections, including invoicing and delivery to the insured.
• Process incoming mail, phone, and email requests, responding promptly and appropriately per Sentinel service standards.
• Process billings; follow up on cancellation requests to ensure accurate and timely resolution while maintaining agency financial equity.
• Prepare premium allocations, manual invoices, and premium finance agreements for clients as needed.
• Review and maintain suspense daily to adhere to Sentinel’s standard operating procedures.
• Handle other service-related tasks, especially for training purposes to further agency or insurance knowledge.
• May be assigned special projects as needed.

Requirements

• High school diploma or equivalent.
• Property & Casualty Insurance License, or the ability to obtain within the first 6 months of employment.
• Ability to analyze complex insurance situations, needs, and options, and communicate them clearly both verbally and in writing.
• Strong computer skills and familiarity with tools such as Outlook, Excel, and Word.
• Ability to manage complex projects simultaneously and work independently when necessary.

Skills

• Proactive and detail-oriented with a drive for accuracy.
• Strong troubleshooting, problem-solving, and follow-up abilities.
• Capable of prioritizing tasks in a fast-paced environment while coordinating with a team.
• Excellent professional communication with clients, coworkers, and business contacts.
• Ability to interpret abstract information and carry out complex tasks with multiple variables.

Working Conditions

• Fast-paced environment working with multiple teams and associates.
• Requires handling a large number of steps in complex systems with accuracy and speed.