Account Specialist II - Hybrid, Bannockburn, IL
Core
Resolve inquiries and process renewals, invoices, and client requests for commercial insurance accounts.
Role type
Account Specialist II (Commercial Insurance)
Builds
Policy summaries, schedules of insurance, premium allocations, and client deliverables (certificates, invoices, endorsements).
Domain
Insurance / Property & Casualty
Required skills
Commercial insurance experience, P&C broker license, Excel, Word, data import/export
Preferred skills
P&C broker license, multi-tasking in fast-paced environments, client servicing
Technologies
Bridge, Broker Desktop, Document Management System
Responsibilities
Process renewals and invoices, issue emergency certificates, resolve premium discrepancies, mentor junior staff, liaise with outsourced providers, perform pre-renewal account reviews, manage special client projects.
Seniority
Mid-level, individual contributor