Accounting Specialist
3 days ago
We are seeking a highly organized and detail-oriented Account Analyst to join our team at Conner Strong & Buckelew Companies, LLC. The successful candidate will be responsible for providing exceptional customer service to commercial lines customers, sales representatives, and insurance companies.
Key Responsibilities- Process policies, audits, and policy changes in a timely and accurate manner.
- Make recommendations for coverage additions or changes when appropriate.
- Interact with carriers and internal/external customers to ensure delivery of exceptional customer service.
- Participate in the process of preparing renewal submissions for marketing, including applications, exhibits, narratives, and loss runs.
- Participate in account reconciliation for receivables management.
- Submit applications to carriers and follow up to ensure timely receipt of quotations and policies.
- Provide technical support, including completing applications, renewal proposals, binders, audits, coverage summaries, endorsements, cancellations, and certificates of insurance.
- Respond to and process incoming client, carrier, and mail requests at the direction of the account executive.
- Prepare policy binders and ensure accuracy of account data and input into the agency management system.
- College degree preferred.
- Exceptional organization and client service skills.
- Excellent interpersonal, analytical, written, and verbal communication skills.
- Self-starter, flexible, able to multi-task and handle responsibilities with minimal supervision.
- Proficiency required in Microsoft products, including Word, Excel, and PowerPoint.
- Knowledge of document management and agency management systems preferred.
- Authorized to work in the United States on a full-time basis without company sponsorship.
Office environment with moderate noise level; able to work flexible hours and travel to other Conner Strong offices and client work sites as needed.
Conner Strong & Buckelew is proud to be an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender, affectional or sexual orientation, gender identity or expression, national origin, ancestry, nationality, age, disability, marital or domestic partnership or Civil Union status, pregnancy, family medical history or genetic information, atypical cellular or blood trait, military service, or any other status protected by law.
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