Account Specialist at Alera Group

 

Propel Insurance, (an Alera Group company) is hiring an Account Specialist to join their Property & Casulaty, Commercial Lines team! 

 

The Account Specialist’s main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service to the Account Managers / Account Executives

• Process service requests:
  oAssist in preparation of quality submissions to carriers on behalf of client or prospect.
  oAssist in reviewing and analyzing quotations received from carriers.
  oAssist in preparation of professional and accurate proposals / pre-renewals for presentation to our clients.
  oRequest and review endorsements for accuracy.
  oProcess premium audits and assist AM or AE in event of a dispute.
  oPrepare certificate templates and issue certificates.
  oPerform contract review with respect to insurance requirements.
  oPrepare and deliver timely binders and invoices upon binding of coverage.
  oSecure premium financing when needed.
  oPerform final policy checks before delivery to clients.
  oPrepare premium allocations
  oAssist in creating 5 year snapshots
  oQuote online small business
  oReviews contractual insurance requirements
• Follow-up in a timely and professional manner with all clients, carriers, producers and peers.
• Maintain and prioritize workload, including work to be handled by Account Assistant.
• Participate in monthly renewal meetings with producer and other Account Managers on the team.
• Maintain certifications and complete assigned training goals.
• Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
• Perform other duties as assigned
  
  

• Minimum 1+ years industry experience.
• Resident State’s Agents License.
• Industry related certifications preferred.
• College degree preferred, or equivalent work experience.

Salary Range: 54k-66k

 

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

 

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

PandoLogic. Category:Insurance, Keywords:Insurance Account Executive, Location:Tacoma, WA-98418