Account Specialist

4 days ago

Seattle, Washington, United States Alera Group Full time
About the Role

We are seeking a highly skilled and motivated Account Specialist to join our team at Alera Group. As an Account Specialist, you will play a critical role in ensuring customer satisfaction and client retention by delivering timely, consistent, and quality service to our Account Managers and Account Executives.

Key Responsibilities
  • Service Request Processing
    • Manage the Builders Risk expiration list to ensure all policy extensions are quoted and bound as needed. Update systems, invoice, and issue amended certificates for each extended policy.
    • Assist in preparation of quality Builders Risk submissions to carriers.
    • Assist in reviewing and analyzing quotations received from carriers.
    • Assist in preparation of professional and accurate Builders Risk proposals.
    • 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 Builders Risk insurance requirements and help educate clients regarding coverage needed.
    • Prepare and deliver timely binders and invoices upon binding of coverage.
    • Secure premium financing when needed.
    • Perform final policy checks before delivery to clients.
    • Quote online small business.
  • Client and Carrier Communication
    • Follow-up in a timely and professional manner with all clients, carriers, producers, and peers.
  • Workload Management
    • Maintain and prioritize workload, including work to be handled by Account Assistant.
  • Team Collaboration
    • Participate in renewal meetings with producer and other Account Managers on the team.
  • Professional Development
    • Maintain certifications and complete assigned training goals.
    • Maintain current knowledge of underwriting requirements and authority outlined by each carrier in Builder's Risk Portfolio.
  • Additional Responsibilities
    • Manage inbox to perform bid reviews.
    • Support Personal Lines VIP Builder's Risk needs.
Requirements
  • Minimum 1+ years industry experience.
  • Resident State's Agents License.
  • Industry-related certifications preferred.
  • College degree preferred, or equivalent work experience.
  • 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.
What We Offer

We offer a competitive salary range of $50,000-$55,000 DOE and a dynamic work environment that values teamwork, innovation, and professional growth.

We are an equal opportunity employer and welcome applications from diverse candidates. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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