Sr. Client Account Representative

3 weeks ago

Chicago, United States Waterfall Technology Consulting Partners Full time
Job DescriptionJob Description

WTCP is a dynamic and innovative staffing organization with a proven track record of success. We are dedicated to delivering results by connecting qualified Senior Account Representatives with suitable employment opportunities, facilitating a mutually beneficial relationship between job seekers and employers. We aim to foster positive and impactful interactions contributing to diversity, collaboration and excellence.

Position Overview:

We are seeking a skilled Senior Account Representative in insurance broking and risk management working remotely while supporting our client's Chicago office while working directly with the risk management team of one of their largest Senior Living Operators. This is a chance to be part of a company that values innovation, operational efficiencies, and personal growth.

Our client works on behalf of clients of all sizes and in every industry, including senior living. They have a commitment to the Senior Living and Long-Term Care industry creating a truly differentiated client experience. Our National Senior Living and LTC Practice is designed to provide support and knowledge to clients to deliver a broad range of risk and insurance solutions. Our experience is based on brokerage excellence, analytical rigor, deep intellectual capital, and industry-wide advocacy. The practice represents over 800,000 units across the country and is the largest specialty group for the senior care industry. Their clients include owners, operators, REITs, and Private Equity serving independent living, assisted living, memory care and skilled nursing unit residents.

  • The location is REMOTE - this role can sit anywhere in the United States
  • The working schedule for this role is flexible
  • The duration is for a contractor for 12 months (1 year)
  • The anticipated start for this role is two weeks after an accepted offer or sooner

Date: 04.05.2024 | Job Number: 7000

Key Responsibilities:

  • This position works closely with other Account Executives, Senior Account Executives, and Client Executives and provides support to help clients coordinate solutions, manage accounts, obtain advice, administer programs, and perform other duties as assigned
  • Collaborate internally and externally to drive business decisions, and improve the client experience throughout the day-to-day services, proposal and renewal process
  • Facilitate claims notification, contracts review and audits review, and follow up regarding endorsements, policy issuance, extensions and cancellations, and escalate concerns to direct manager or client team, as appropriate
  • Monitor the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards
  • Full job description to be provided upon interest

Qualifications:

  • Bachelor's degree in risk management, Business Administration, Finance, or a related field
  • Relevant professional certifications (e.g., CIC, CRM, ARM, CPCU) would be advantageous
  • Minimum of 5 years experience in insurance, Property & Casualty focused
  • P&C broker license, or ability to obtain one within 90 days of hire
  • Strong Excel proficiency (vlook up, pivot tables, managing large data sets) and working knowledge of the MS Office Suite
  • Exceptional interpersonal skills coupled with strong written and verbal communications
  • Excellent organizational and time management skills; must be a self-starter, proactive, responsive, and resourceful
  • Must have keen attention to detail with a focus on accuracy
  • Must enjoy a fast pace working environment

Benefits:

  • Competitive pay, and full benefits package effective starting Day 1 (Medical, dental, vision, STD/LTD, life insurance, generous 401k match AND automatic contribution)
  • Generous paid time off for vacation, sick days, company holidays (with early dismissal), floating holidays, and time to give back to your community; flexible work culture
  • Employee Resource Groups which provide access to leaders, relevant volunteer, and mentoring opportunities, and interactions with counterparts in industry groups and client organizations

Waterfall Technology Consulting Partners LLC (WTCP) is an equal opportunity employer and welcomes candidates from all backgrounds to apply. If you are ready to take the next step in your career, please submit your resume today

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