Account Management Specialist jobs in United States
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HireTalent - Staffing & Recruiting Firm · 3 days ago

Account Management Specialist

HireTalent is a staffing and recruiting firm seeking an Account Management Specialist. The role involves assisting brokers with policy management, preparing invoices, and maintaining client relationships to ensure accurate and timely service delivery.

DeliveryHuman ResourcesStaffing Agency
Hiring Manager
Alisha Pradhan
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Responsibilities

Proactively assists Broker in most aspects of policy management, proposal preparation and presentation creation to better serve clients
Performs basic to more complex clerical functions, including but not limited to, photocopying, faxing, scanning, word processing and filing to assist Broker
Prepares and issues invoices to clients and identifies and resolves billing problems to ensure accurate records are delivered to clients and maintained internally
Assists Brokers regarding coverage questions and program adjustments to maintain policies and ensure policies are up to date
Builds and maintains ongoing relationships with small clients and team colleagues to deliver services both internally, and in some cases, externally
Provides assistance to Broker regarding coverage questions and program adjustments
May demonstrate the ability to enter new bonds, upload documents, client demographics, process renewals, etc., under some supervision

Qualification

Policy managementProposal preparationPresentation creationClerical functionsClient relationship management

Required

Proactively assists Broker in most aspects of policy management, proposal preparation and presentation creation to better serve clients
Performs basic to more complex clerical functions, including but not limited to, photocopying, faxing, scanning, word processing and filing to assist Broker
Prepares and issues invoices to clients and identifies and resolves billing problems to ensure accurate records are delivered to clients and maintained internally
Assists Brokers regarding coverage questions and program adjustments to maintain policies and ensure policies are up to date
Builds and maintains ongoing relationships with small clients and team colleagues to deliver services both internally, and in some cases, externally
Provides assistance to Broker regarding coverage questions and program adjustments
May demonstrate the ability to enter new bonds, upload documents, client demographics, process renewals, etc., under some supervision

Company

HireTalent - Staffing & Recruiting Firm

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HireTalent is a certified Minority Business Enterprise (MBE) workforce solutions firm, specializing in securing the best talent fits in Executive/Retained Search, Direct Hire Placements, MSP, SOW, and nationwide hiring program management and support.

Funding

Current Stage
Late Stage

Leadership Team

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Ashish Kaushal
CEO / Founder
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Company data provided by crunchbase