Account Specialist at Alera Group
Seattle, WA
About the Job
Propel Insurance (an Alera Group company) is hiring Account Specialists to join our Construction and Real Estate teams. Prior experience in Real Estate or Construction Insurance is preferred.
The Account Specialist’s main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service to the Account Managers / Account Executives
- Process service requests:
oAssist in preparation of quality submissions to carriers on behalf of client or prospect.
oAssist in reviewing and analyzing quotations received from carriers.
oAssist in preparation of professional and accurate proposals / pre-renewals for presentation to our clients.
oRequest and review endorsements for accuracy.
oProcess premium audits and assist AM or AE in event of a dispute.
oPrepare certificate templates and issue certificates.
oPerform contract review with respect to insurance requirements.
oPrepare and deliver timely binders and invoices upon binding of coverage.
oSecure premium financing when needed.
oPerform final policy checks before delivery to clients.
oPrepare premium allocations
oAssist in creating 5 year snapshots
oQuote online small business
oReviews contractual insurance requirements - Follow-up in a timely and professional manner with all clients, carriers, producers and peers.
- Maintain and prioritize workload, including work to be handled by Account Assistant.
- Participate in monthly renewal meetings with producer and other Account Managers on the team.
- Maintain certifications and complete assigned training goals.
- Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
- Perform other duties as assigned
- 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.
Salary Range: 54K-66K DOE
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
