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Account Specialist

2 months ago

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

Alera Group is seeking a highly skilled Account Specialist to join our team. 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.
  • 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.