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Sentinel Technologies · 3 months ago

Account Specialist

Greensboro, NC

Full-time

Onsite

New Grad, Entry Level

Sentinel is the Carolinas’ premier, independently owned Risk Management, Employee Benefits, and Safety Consulting firm, and they are seeking an Account Specialist. This role involves aiding Account Advisors and Client Executives with service needs, making changes to existing accounts, and providing technical support to ensure client satisfaction.

Information TechnologyOutsourcingSoftwareTechnical Support

Responsibilities

Provide technical support to Account Advisor(s) in servicing client needs

Complete applications in coordination with Account Advisor(s); Assists Account Advisor in submittal of applications to eligible and appropriate carriers and follows up to ensure timely receipt of quotations and policies

Complete renewal reviews for upcoming renewal accounts in accordance with Sentinel’s timelines and procedures. Coordinate with the Account Advisor and the Client Executive as necessary to discuss coverages and needed changes

Prepare master certificates and other related items; verify for accuracy; forward to holders and client with appropriate correspondence at the direction of the Account Advisor

Prepare summaries of insurance, schedules and proposals as needed

Process renewals in coordination with Account Advisor(s) according to agency procedures

Review audits of policies; verifies accuracy and facilitates corrections when necessary, including invoicing and delivering to the insured

Processes incoming mail, phone and email requests, responding promptly and appropriately in accordance with Sentinel service standards

Process billings; follow up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible

Prepare premium allocations, manual invoices, and premium finance agreements for clients as needed

Review and maintain suspense daily to adhere to Sentinel’s standard operating procedures

Other service-related items as they arise especially for training purposes to further agency or insurance knowledge

Qualification

Property & Casualty Insurance LicenseInsurance analysisInsurance products knowledgeComputer skillsProject managementCommunication skillsProblem-solving

Required

High school diploma or equivalent

Property & Casualty Insurance License, or the ability to obtain within the first 6 months of employment

Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner

Ability to understand written and oral communication and interpret abstract information

Introductory knowledge of insurance products and usages

Introductory knowledge of insurance markets and reference to markets

Introductory knowledge of insurance rating and underwriting procedures

Ability to carry out complex tasks with many concrete and abstract variables

Strong computer skills and familiarity with tools such as Outlook, Excel, Word, and AMS

Ability to manage complex projects simultaneously

Ability to work independently of Account Manager and take the lead on specific elements of client servicing when necessary