
Account Specialist II - Hybrid/Bannockburn, IL
- Bannockburn, IL
- $58,000 per year
- Permanent
- Full-time
- Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, surplus lines filing and any other ACS 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 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.
- 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 client issues within the ACS 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
- 2 + years of commercial insurance experience highly preferred
- Property & Casualty brokers license highly preferred
- P&C license must be maintained or obtained within 6 months of hire
- 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 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.