Account Specialist

OVERVIEW

Propel Insurance, (an Alera Group company) is hiring an Account Specialist to join their Property & Casulaty, Commercial Lines team!

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

RESPONSIBILITIES

• Process service requests:

o Assist in preparation of quality submissions to carriers on behalf of client or prospect.

o Assist in reviewing and analyzing quotations received from carriers.

o Assist in preparation of professional and accurate proposals / pre-renewals for presentation to our clients.

o Request and review endorsements for accuracy.

o Process premium audits and assist AM or AE in event of a dispute.

o Prepare certificate templates and issue certificates.

o Perform contract review with respect to insurance requirements.

o Prepare and deliver timely binders and invoices upon binding of coverage.

o Secure premium financing when needed.

o Perform final policy checks before delivery to clients.

o Prepare premium allocations

o Assist in creating 5 year snapshots

o Quote online small business

o Reviews 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

QUALIFICATIONS

• Minimum 1+ years industry experience.
• Resident State's Agents License.
• Industry related certifications preferred.
• College degree preferred, or equivalent work experience.

BENEFITS

Salary Range: 54k-66k

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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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