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Insurance Account Specialist

2 months ago

Denver, Colorado, United States Moody Insurance Agency Full time
Job Title: Insurance Account Specialist

Moody Insurance Agency is seeking a highly organized and detail-oriented Insurance Account Specialist to provide support to our Account Managers and Account Executives. As an Insurance Account Specialist, you will be responsible for maintaining and improving services while building professional relationships with multiple customer contacts.

Key Responsibilities:
  • Provide excellent internal and external customer service
  • Backup all functions of an Account Administrator
  • Process endorsement requests for interim audits/reporting policies, policy discrepancy changes or Property & General Liability changes as directed by the account team
  • Verify endorsements received from the insurance carrier match what was requested when adding/deleting Property & General Liability
  • Email or mail the endorsement received to the client when adding/deleting Property & General Liability
  • Proactively reach out to the underwriter to gather applications and discuss the expectations of the renewal terms
  • Prepare and analyze account reviews with AM/AE or consultants and gather additional information as needed from the client
  • Utilize Indio for all supplemental applications, schedule reviews for renewals and quoting purposes
  • Renew policy in AMS with updates, creation of endorsement lines required for policy checking, bill premiums as applicable and commissions in an accurate and timely manner
  • Follow up and send final audit to ResourcePro for processing
  • Review and resolve audit disputes with AM/AE guidance to resolve in a timely manner
  • Process cancellation notices
  • Manage assigned tasks daily
Requirements:
  • Able to read and write in English
  • High School diploma or equivalent
  • Must possess a valid Colorado Property and Casualty License; insurance designations such as CIC, CISR, ARM, or CRIS strongly desired
  • Minimum 2 years experience in Commercial Lines insurance
  • Must possess proficient computer skills including working knowledge of Microsoft Office products, especially Word and Excel, and Agency Management System software (AMS 360 or similar)
  • Able to work independently with minimal supervision
  • Excellent written and verbal communication skills
  • Outstanding consulting, sales and negotiating skills
  • Strong customer service and team skills; must interact effectively with clients, co-workers and management
  • Strong attention to detail
  • Solid organizational skills and ability to work efficiently under strict time constraints
  • Proven ability to analyze and solve problems

Moody Insurance Agency provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Salary: $26 to $30