Greene Resources · 9 hours ago
Account Service Representative
Greensboro, NC
Full-time
Onsite
New Grad, Entry Level
$22/hr - $22/hrGreene Resources is seeking an Account Service Representative to join a growing and dynamic team. This role supports Account Advisors and Client Executives by assisting with service needs and making changes to existing accounts, while also having opportunities to participate in special projects as needed.
ConsultingHuman Resources
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
Required
High school diploma or equivalent is required
Property & Casualty Insurance License, or the ability to obtain within the first 6 months of employment, is required
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
Ability to work in a fast-paced environment, working with multiple teams and associates
The ability to perform a large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks
Introductory knowledge of insurance, containing but not limited to: products and usages. markets and reference to markets, as well as 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 the Account Manager and take the lead on specific elements of client servicing when necessary
Company
Greene Resources
Greene Resources is a staffing and recruiting company that offers talent management and recruiting services.
Founded in 1999
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Cherie Marshall
Chief Operating Officer
Amanda Powell
Workforce Solutions Partner
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