Account Specialist

Greyling (We are a specialty insurance broker focusing on large architects and engineers and law firms) - Alpharetta, GA (30+ days ago)


Job Summary

The Account Specialist’s main responsibilities include:

Support Insurance Brokers with providing client service

  • Produce/assist with producing client submissions, proposals, presentations, insurance summaries and reports
  • Coordinate and review billing, invoice materials, and premium finance agreements
  • Create and update account information in shared database
  • Provide day-to-day support with routine inquires and transactions concerning clients such as answering phone calls, assisting clients, scanning, photocopying and insurance policy check processing

To succeed, the Account Specialist will need to be a highly motivated individual willing to work hard with good time management and critical thinking skills as well as excellent written and oral communication capabilities.

Required Experience

  • Bachelor’s degree (preferred), preferably in an insurance-related field
  • Proficient with Microsoft Office Suite, specifically Excel, PowerPoint and Word
  • Knowledge of agency management system; AMS 360 or Sagitta preferable
  • 3+ years with commercial property and casualty experience
  • Licensed property/casualty insurance agent/broker license (preferred)

Primary Responsibilities

  • Input client information into Sagitta (agency management software system)
  • Request loss runs
  • Pre-complete renewal schedules and applications
  • Prepare ACORD applications
  • Create client files on shared server
  • Prepare pre-renewal reports including loss ratio analysis and pre-complete renewal reports
  • Prepare confirmations of coverage and insurance program charts
  • Coordinate with other staff on certificate-holder list
  • Assist with processing and tracking mid-term endorsement requests
  • Follow up on underwriter subjectivities
  • Assist with program analysis for potential clients
  • Assist with contract review of insurance requirements
  • Assist with policy workflow process to make sure policies are sent out to clients in a timely fashion
  • Assist quoting using insurer’s online platforms where applicable
  • Provide day-to-day support with routine inquires and transactions concerning client
  • Serve as a backup when a broker is out of the office

Job Accountability Measures

  • Internal and external customer satisfaction
  • Adherence to established procedures
  • Timing and quality of service
  • Technical accuracy; attention to detail
  • Positive professional attitude; leadership
  • Proactive problem-solving
  • Effective communication
  • Personal development
  • Avoidance of errors and omissions
  • Meet or exceed agreed-upon goals

Job Type: Full-time