Job Description
We have an exciting new opportunity for an Account Specialist in our Commercial Lines Department at Tedford Insurance.
GENERAL SUMMARY:
The Account Specialist will ensure the efficient management of insurance accounts, both for new business and renewals.
PRIMARY RESPONSIBILITIES:
EDUCATION, LICENSES AND EXPERIENCE:
The Account Specialist will ensure the efficient management of insurance accounts, both for new business and renewals.
PRIMARY RESPONSIBILITIES:
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
- Reviewing accounts for necessary coverages, working closely with Agents to develop renewal and new business plans, managing timelines and providing accurate proposals and billing services.
- Confirming accuracy of files and supporting various other departments in their respective tasks.
- Respond to client requests for information, documents, and general insurance related inquiries.
- Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.
- Exceptional verbal and written communication skills.
- Quality Management - demonstrates attention to details.
- Outgoing, goal driven, and detail orientated.
- Advanced organizational leadership skills required.
- Ability to work in a team environment while maintaining a pleasant and effective relationship with clients, team members, carriers, and other business contacts.
- Proficient with Microsoft Office Suite, AMS and/or related software.
- Proficient in typing and data entry.
- Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.
- Ability to work in a fast-paced environment with minimal supervision to deliver high-quality results.
EDUCATION, LICENSES AND EXPERIENCE:
- High School Diploma or equivalent required.
- Minimum of five years experience of Commercial Lines Account Management experience
- Must have a valid Oklahoma Property & Casualty Insurance license.
- Required to have one of the following certifications:
- Certified Insurance Service Representative (CISR)
- Certified Insurance Service Representative- Elite (CISR-Elite)
- Certified Insurance Counselor (CIC)
BENEFITS:
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401k Matching Program
- Paid Time Off
- Life Insurance
- Employee Assistance Program
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