NEW JOB OPENING
ACCOUNT SPECIALIST
IN Bannockburn, IL, USA!

Required Education:

• Bachelor's degree, or five plus years of industry experience.



Required Skills & Experience:

• Ability to effectively communicate both verbally and in writing with external and internal clients on client servicing activities

• Understands operation processes and methodologies; proven ability to work effectively with moderate guidance and supervision.

• Must have strong Microsoft Office, with emphasis on Excel skills to import/export data, strong Word skills, and some v-lookup experience is a plus.

• Successfully operates in a fast-paced output-driven environment that requires staff members to multitask, react quickly, and perform tasks that are not routine.

• Must maintain an appropriate insurance broker's license or obtain one within 6 months of hire.



Preferred Experience:

• 3-5 years of commercial insurance experience.



Key responsibilities/Skills:

• Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, surplus lines filing, and any other deliverables.

• Perform necessary activities or support in initiating a renewal, processing an invoice, issuing auto IDs, processing surplus lines, issuing emergency certificates, resolving premium account discrepancies, initiating endorsements, processing vehicle suspensions, and processing other client requests.

• Mentor and assist junior staff with more complex account functions.

• React to field office requests via Broker Desktop tools that require actions in a timely manner.

• Ensure the system of record (Bridge & Broker Desktop) is accurate and current to ensure outputs and client deliverables will be produced according to guidelines and policy details.

• Liaise and be responsive to inquiries from outsourced providers to manage and ensure the timeliness and quality of outputs.

• Upload, index, or attach documents in the Document Management System.

• Perform pre – renewal account review with the field office to meet client expectations related to timelines and to ensure accuracy of deliverables (certificates, invoices, endorsements, etc.).

• Help colleagues troubleshoot and resolve client issues within the team.

• Upon policy placement, creates policy summaries, schedules of insurance, calculates premium allocations, and provides quality review of all post-placement outputs.

• Manage, monitor, and complete special client projects.

• Participate in office and client visits.



Job Overview:

The Account Specialist II will assist Account Executives/Brokers on assigned accounts, managing key processes and undertaking client-facing and internal activities as they relate to our commercial risk business. This is achieved through effective communication and partnership with our internal and outsourced partners.

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**