Account Operations Specialist

7 days ago


Colorado Springs, Colorado, United States EPIC Insurance Brokers & Consultants Full time
Job Summary

We are seeking a highly skilled and detail-oriented Account Operations Specialist to join our team at EPIC Insurance Brokers & Consultants. As a key member of our operations team, you will be responsible for providing administrative support to our clients and ensuring the smooth operation of our business.

Key Responsibilities
  • Provide exceptional administrative support to our clients, including data entry, record-keeping, and correspondence.
  • Assist with the issuance of certificates, flood renewal tracking, and flood zone determinations.
  • Collaborate with our VP of Claims to ensure timely and accurate processing of all responsibilities.
  • Set priorities and manage workflow to ensure efficient and timely completion of tasks.
  • Maintain up-to-date proposals, workflow logs, and other required documentation and records.
  • Interact with clients, co-workers, carriers, wholesalers, vendors, and other business contacts to provide information and guidance as needed.
Requirements
  • High school diploma or equivalent required; associate's or bachelor's degree preferred.
  • Minimum 2 years of experience in a related field, such as insurance administration or customer service.
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Strong attention to detail and organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
  • Proficiency in Microsoft Office software, including Word, Excel, and Outlook.
Benefits
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.


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