Account Specialist

Job Description

Job Description

Job Description

The Account Specialist 1 manages and / or performs the daily fulfillment of service requirements for select accounts or assists a Account Specialist II in the support of a complex or highly active account.

This is achieved through effective communication and partnership with internal and outsourced ACS colleagues.

This position reports to the Associate Director, Client Service Unit, but is required to follow the direction of a senior staff member and maintain effective and productive relationships with both internal and external clients.

Resolve basic inquiries associated with all aspects of Client Services service delivery (e.g. output delivery, basic invoice inquiries, etc.) and refers more complex inquiries to senior team members.

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

Perform necessary activities or support a senior team member in the 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.

Seeks assistance from senior team members when confronted with unfamiliar or complex processing transactions.

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

Organize or assist senior team members with the preparation of renewals and assist the distribution team with the delivery of relevant outputs.

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

Liaise and be responsive to inquiries from outsourced provider to manage and ensure the timeliness and quality of outputs.t3d

Upload, index or attach documents in 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 basic client issues around ACS services.

Upon policy placement (with assistance from a senior team member), creates policy summaries, schedules of insurance, calculates premium allocations, and provides quality review of all post placement outputs.

With assistance from senior team members, address and complete special client projects.

Participate in office and client visits.

Job Requirements :

Entry level position 1-3 years of commercial insurance / office experience a plus; will also consider recent college graduate.

Ability to effectively communicate both verbally and written 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, some v-look up experience a plus.

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

Must maintain appropriate insurance brokers license or obtain within 6 months of hire.

Benefits :

Healthcare Insurance : Synectics offers eligible employees and their dependents healthcare coverage through BlueCross BlueShield of Illinois. Eligibility begins on the 1st day of the calendar month following 60 days of continuous full time employment with Synectics. Premiums are subsidized by Synectics.

Dental Insurance : Synectics offers eligible employees and their dependents a dental plan through MetLife. Eligibility begins on the 1st day of the calendar month following 60 days of continuous full time employment with Synectics.

Vision Insurance : Synectics offers eligible employees vision insurance through VSP. Eligibility begins on the 1st day of the calendar month following 60 days of continuous full time employment with Synectics.401(k) Plan : The Synectics Inc. Investment Savings Retirement Plan. Synectics offers all employees who are 21 years of age or older the opportunity to invest in the 401(k) Plan on the first enrollment date that is at least 30 days after employment begins. Enrollment dates are each January 1st, April 1st, July 1st, and October 1st.

Technical Certification Bonus : Synectics is pleased to award its employees a bonus of up to $500 for an approved professional certification. In determining the bonus amount, Synectics will consider the cost of the test(s) for any certification relating to your current position, achieved during your employment with us. Only one Certification Bonus per calendar year may be awarded per employee. Only current, active employees will be eligible to receive this bonus. It will be awarded 90 days after the Synectics office has received documentation confirming the successful completion of the certification.

Synectics is an equal opportunity employer.