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Account Specialist, Commercial Lines - Seattle

Company: Propel Insurance
Location: Seattle
Posted on: January 14, 2021

Job Description:

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.Job Functions:* Process service requests: * Assist in preparation of quality submissions to carriers on behalf of client or prospect.* Assist in reviewing and analyzing quotations received from carriers.* Assist in preparation of professional and accurate proposals / pre-renewals for presentation to our clients.* Request and review endorsements for accuracy.* Process premium audits and assist AM or AE in event of a dispute.* Prepare certificate templates and issue certificates.* Perform contract review with respect to insurance requirements.* Prepare and deliver timely binders and invoices upon binding of coverage.* Secure premium financing when needed.* Perform final policy checks before delivery to clients.* Prepare premium allocations* Assist in creating 5 year snapshots* Quote online small business* Reviews 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 assignedKnowledge and Skills:* Strong oral and written communication skills.* Solutions oriented toward delivering services.* Demonstrated proficiency in MS Office: Word, Excel, Outlook.* Agency Management System Experience. AMS Sagitta preferred.* Strong technical coverage knowledge of commercial lines.* Strong work ethic - timely follow-up, team oriented, proactive, detail oriented, and dependable.* Ability to work independently.Experience and Education* Minimum 1+ years industry experience.* Resident State's Agents License.* Industry related certifications preferred.* College degree preferred, or equivalent work experience.Other Requirements:* Occasional travel to other office locations, seminars, training, and conferences.* Valid driver's license.

Keywords: Propel Insurance, Seattle , Account Specialist, Commercial Lines - Seattle, Other , Seattle, Washington

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