Insurance Account Specialist

6 days ago


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

Moody Insurance Agency is seeking a highly organized and detail-oriented Account Specialist to provide support to our Account Managers, Account Executives, and Consultants in obtaining, maintaining, and servicing assigned Commercial Lines accounts.

Key Responsibilities:
  • Provide exceptional 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
  • Send an 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
  • Send an email to the AE/AM with a recap, loss runs, e-mod worksheet, required applications, and carrier expectations for renewal
  • Prepare and analyze account reviews with AM/AE or consultants and gather additional information as needed from the client
  • Create renewal submission once review is finalized in AMS for AM/AE to distribute to market
  • 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 in accordance with department policy
  • Be efficient on carrier websites to research and report on direct billing invoicing
  • Capable of deep discovery of billing issues and ability to communicate with client in a timely manner to rectify any issue
  • 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
  • Follow up receipt of the policies after 30 days, once received and sent to ResourcePro
  • 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
  • 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


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