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Account Specialist in Tampa, FL at CRS Group

Date Posted: 1/31/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Tampa, FL
  • Job Type:
    Accounting
  • Experience:
    1 to 3 years
  • Date Posted:
    1/31/2018

Job Description


Account Specialist
 
Duration: 5 month contract
Location: Tampa, FL
 
Overview: The CRS Group is currently looking for a Account Specialist for one of our clients in the Tampa area. The CRS Group is a nationwide Staffing Firm who works primarily with Fortune 500 and Fortune 1000 corporations.
 
 
 
Job Description:
  • Assists Account Executives and/or Hybrid Account Executive/Brokers on assigned accounts, managing key processes that serve clients and undertaking the client-facing and internal activities related to these processes
  • Account Specialists will also assist Brokers as necessary particularly on Commercial Risk business
  • Maintains effective and productive relationships with clients
  • Serves independently in a client-facing capacity on matters of moderate importance and complexity
  • May act as the Account Executive for assigned non-complex accounts
  • May act as placing broker on simple routine placements or renewals
  • When not performed within a broking unit, gathers and analyzes data on exposures, loss history and standard and unique coverage needs for submissions with the Brokerage Unit
  • Performs submission assembly/creation where assigned
  • Facilitates the timely and accurate flow of information between clients, AE and Broker account team members
  • Manages client open items lists and responds to client ad-hoc requests
  • Gathers and analyzes data and drafts assigned elements of client service plans, stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation
  • Actively supports and monitors the renewal process
  • At the direction of the Broker, drafts quote comparisons and follows up for binders, policies and endorsements
  • Where applicable, serves as the primary interface with Client Services coordinating activities of the client service team and to ensure that key processes assigned are performed effectively and quality of client deliverables
  • Primary interface with on client administration matters
  • Receives and manages routine and complex coverage inquiries and endorsement requests
  • Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, WC posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals
  • Understands and works in alignment with the Leadership
  • Model and its pillars of Client Value, Unmatched Teams, Innovation, Results and Values
  • Ensures operational excellence, including adherence to service management requirements (e.g., Transparency and Disclosure, Compliance requirements, Client Promise Methodology)
  • Monitors and follows-up on invoice generation, fee agreements, AVX input, GRIP and GAMS data, receivables and collections
  • Addresses and resolves problems.
  • May provide guidance and mentoring to a less senior account specialist
  • Delegates work to support staff and where applicable
  • Performs related duties as assigned

 
 
Qualifications:
  • Bachelors Degree or equivalent with Risk Management / Business related curriculum preferred
  • Brokers license CIC, CPCU, or ARM preferred
  • Experience Typically at least 1-3 year of successful insurance experience, preferably with corporate accounts/customers
  • Proficiency in PC office products such as Word, PowerPoint, Excel and Outlook is required
  • Evidence of ability to become proficient in the use of specific software tools
  • Additional Skills: Microsoft office suite

 
 
 
 
crs_kmcginn
ss #81156
 
 
 
 
 
 
 
 
 
Qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or genetic information.