A winner of Best Places to Work in Insurance seven years in a row, Virtus is looking for innovative individuals to join our fast-paced, rapidly growing team headquartered in Overland Park, Kansas. Virtus is a next generation insurance consulting firm that focuses on middle market clients in a variety of lines of coverage. With locations in Kansas City, Memphis, Chicago, Ft. Collins, St. Louis, Dallas, and Austin, our team has a national scope and with a sophisticated client base that thrives on new ideas and our consultative approach. We're shaking up a tired insurance industry and creating something better: an experience that empowers our people to evolve, take smart risks, and face the future boldly.

he Client Account Specialist role presents an opportunity to join one of the fastest growing firms in the industry and is a key player on the Commercial P&C team. This position is the support system behind the operations of the client success team. They help ensure that our client experience is the best possible experience with Virtus. This position requires someone that is organized and can work in a team environment with deadlines. 

The Ideal Candidate: 

•Lives the Virtus Core Values – brings their A game and a great attitude each day.

•Loves the details – they thrive in working with the fine print.

•Recognizes this role is people facing; must have strong interpersonal skills and a customer service mindset.

•Has an ambitious, entrepreneurial spirit – everyone must roll up their sleeves to take us to the next level!

Essential Duties and Responsibilities:

•Assists with answering client calls or returning voicemails and emails in a timely and professional manner. 

•Able to prioritize client inquiries and endorsement requests while accurately processing requests to avoid additional work. 

•Assist on all accounts, managing key processes that serve clients and undertaking the client-facing and internal activities related to these processes.

•Assists Account Manager(s) and Account Executive(s) to market new and renewal placements, as needed. 

•Able to learn new carrier systems and utilize resources to find answers to questions as they arise.

•Assists in nurturing strong client relationships and driving additional sales through cross-quoting other lines of business.

•Maintains effective and productive relationships with clients. 

•Actively supports and monitors the new business and renewal processes.

•Ensures that account data supports the integrity of company accounting and tracking systems.

•Acts with responsiveness, urgency, and professionalism in all client matters.

•Accepts accountability for the quality of their work and can partner with others in the commercial group as needed. 

•Other duties as assigned by the team and leadership.

Education and Experience:

•Bachelor’s degree in business administration or related field and/or years of experience equivalent. 

•1 to 2 years of previous related commercial insurance experience preferred. 

•Insurance Designations or desire to complete designations a plus. 

•Must have familiarity and good working knowledge of various Microsoft software applications (Excel), Agency Management Systems, and the ability to learn new software systems. 

•Prior experience with various standard carrier quoting systems strongly preferred. 

•Position requires direct communication with clients; therefore, strong written and oral communication skills, with a commitment to impeccable customer service are required. 

•Ability to utilize all resources available to find answers for client inquiries and fully resolve any insurance related issues is required. 

•Applies a solid knowledge of major insurance coverages, (including general/product liability, commercial automobile, workers’ compensation, property, time element, umbrella, financial coverages, etc.), client-specific coverages and premium rating methods and audits.

•Understands the structure and content of insurance contracts and is aware of most commercial insurance coverages.

•Demonstrates strong organizational and project management skills. Exudes confidence and sound technical knowledge.

•Willingness to learn and continue to grow as an insurance professional in an entrepreneurial environment.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close and distance vision.

Travel: Minimal

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Why Virtus?

Virtus has a strong culture anchored by our Core Values: Better Tomorrow, Fearless Pursuit and One Virtus. This creates an environment of teamwork, excellence, and continuous improvement. Employees and their families enjoy great benefits including health/401(k)/dental/vision and unlimited PTO, among other progressive perks. 

Virtus is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees– so we welcome applications from everyone, to celebrate a diverse mix of experiences, backgrounds, and identities. Please get in touch if you’d like to discuss any reasonable adjustments to your application, in order that we can accommodate and support you in the recruitment process. If you want to work for a company where who you are is valued and respected, we’d love to hear from you.

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