What are the responsibilities and job description for the Account Specialist position at Alera Group, Inc.?
Overview
Propel is looking for an Account Specialist to join the Builders Risk team.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
Responsibilities
The Builder’s Risk 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 -
Salary Range - $50,000-$55,000 DOE
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
Propel is looking for an Account Specialist to join the Builders Risk team.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
Responsibilities
The Builder’s Risk 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.
- 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.
- Quote online small business
- 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 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 in Builder’s Risk Portfolio.
- Manage inbox to perform bid Reviews
- Support Personal Lines VIP Builder’s Risk Needs
- 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.
Salary Range - $50,000-$55,000 DOE
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
Salary : $50,000 - $55,000