Account Specialist

• Serve as primary point of contact and resource for designated producer(s), customers, and/or agents within the territory.
• Act as a relationship builder by using a combination of soft skills to connect with internal teams, customers and agents
• Partner with producers to service existing book and identify opportunities for partner placement agency (Parker Stevens Agency or Hortica Brokerage)
• Make detailed decisions and understand business risks and consequences of them
• Serve as primary point of contact and owner of all service-related items, such as incoming customer calls, emails, and faxes regarding service needs, changes, questions, and problems
• Provide proactive service needs to ensure completion, including quotes, renewals, policy changes, urgent recommendations, billing, and audits
• Create new and renewal applications to smaller businesses
• Act as a relationship builder and liaison between sales producer, underwriting, other internal departments, and/or customers or agents in gathering of underwriting requirements and customer documents/signatures

• Associate degree or equivalent work experience
• 2+ years of related work experience
• Property & Casualty License required; if not currently licensed, must obtain within 120 days of hire
• Prior Commercial Lines insurance experience desired with knowledge of Commercial Lines products and/or underwriting guidelines
• Ability to interpret and apply internal practices, commercial insurance concepts and underwriting guidelines
• Ability to work independently and manage individual time among competing priorities
• Ability to travel on a limited basis to attend team meetings and/or to meet prospects or current customers
• Strong PC skills and ability to quickly learn a variety of software applications
• Composure, strong customer service skills, and ability to build and maintain relationships is key
• Ability to balance multiple priorities in a fast-paced work environment and work independently with little direction

Demonstrates expertise in Commercial Lines insurance, including underwriting guidelines and customer service, while effectively managing relationships with producers, customers, and internal teams. Proficient in handling service-related tasks and maintaining composure in a fast-paced environment.

• Property & Casualty License
• Commercial Lines Insurance Experience
• Customer Service Skills
• Relationship Building
• Strong PC Skills

• Commercial Lines Products Knowledge
• Underwriting Guidelines Interpretation
• Application Creation
• Policy Changes Management
• Quote Generation
• Billing Management
• Audit Execution

• Relationship Building
• Composure
• Time Management
• Independent Work
• Problem Solving

• Property & Casualty License

• Insurance
• Underwriting
• Customer Service
• Service-Related Items
• Commercial Insurance Concepts

• Software Applications