Account Specialist

• Support Account Managers, Producers, and other internal employees to uphold client expectations and standards
• Process changes, check for consistency, and document in Applied Epic
• Build personalized client relationships through phone, email, and in-person meetings
• Explain coverage terms, program options, and other items to clients
• Coordinate with internal departments for cohesive and timely service execution
• Prioritize workload, client service requests, and business-process service parameters
• Achieve data integrity, activity timeliness, quality metrics, and goals
• Maintain accurate client data, policy details, activities, attachments, and agent/broker details in agency management systems
• Follow servicing workflows and document client and carrier conversations
• Develop working relationships with Producers, Account Managers, customer service team members, managers, carriers, and other departments

Commercial Lines Account Specialist

• Support Account Managers, Producers, and other internal employees to ensure client expectations and standards are upheld
• Process changes, checking for consistency and documenting in Applied Epic
• Build personalized client relationships through phone, email, and in-person meetings
• Explain coverage terms, program options, and other items to clients
• Work with internal departments to ensure cohesive and timely service execution
• Prioritize workload, client service requests, and business-process service parameters
• Achieve data integrity and meet activity timeliness, quality metrics, and goals
• Maintain accurate and complete client data, including policy detail, activities, attachments, and agent/broker detail
• Follow servicing workflows, document client and carrier conversations, take appropriate action, and follow up as requested
• Develop effective working relationships with Producers, Account Managers, customer service pool team members, managers, carriers, and other departments