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Account Specialist Hybrid
Account Specialist HybridGeneris Tek Inc • Chicago, IL, United States
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Account Specialist Hybrid

Account Specialist Hybrid

Generis Tek Inc • Chicago, IL, United States
9 days ago
Job type
  • Full-time
Job description

Please Contact : To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Abhinav Chakraborty at email address Abhinav.Chakraborty@generistek.com can be reached on # 630-576-1925 .

We have Contract role Account Specialist-Hybrid for our client at Chicago, IL. Please let me know if you or any of your friends would be interested in this position.

Position Details :

Account Specialist-Hybrid- Chicago, IL

Location : Chicago, IL - 60601 - Hybrid

Project Duration : 12+ months

Pay rate : $27 / hr. on W2

Job Description

  • We currently have a career opportunity for an Account Specialist 1 (Client Service Specialist) in our Bannockburn, IL office. This position is for the Client Service Unit within Client Client Services (Client). We are only considering local candidates. Work will be performed virtually but there will be a requirement to come into the office on occasion as needed and could eventually be up to 3 days a week.

Position Summary

  • 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 Client 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.
  • Duties and Responsibilities

  • Resolve basic inquiries associated with all aspects of Client Client Services (Client) 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 Client 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 Client 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.
  • 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.
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    Account Specialist • Chicago, IL, United States

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