Account Specialist - Davenport, IA or Stevens Point, WI
Hybrid · Davenport, Iowa, United States or Stevens Point, Wisconsin, United States
Job Summary
Account Specialist needed to serve as the primary contact for designated producers, customers, and agents within the territory, acting as a relationship builder to connect with internal teams, customers, and agents. Responsibilities include servicing quotes, renewals, policy changes, billing, audits, and the creation of new and renewal applications for smaller businesses; act as liaison between sales, underwriting, and customers or agents to gather underwriting requirements and signatures. Requires an associate degree or equivalent experience and 2+ years of related work experience, with Property & Casualty license required within 120 days. Prior Commercial Lines insurance experience and ability to interpret underwriting guidelines are preferred. Role operates under a hybrid work model with offices in Davenport, IA or Stevens Point, WI; occasional travel for meetings and client interactions; strong communication, organizational, and multitasking skills are essential.
Required Qualifications
- Associate degree or equivalent work experience
- 2+ years of related work experience
- Property & Casualty License required; if not currently licensed, must obtain within 120 days of hire
- Prior Commercial Lines insurance experience desired with knowledge of Commercial Lines products and/or underwriting guidelines
- Ability to interpret and apply internal practices, commercial insurance concepts and underwriting guidelines
- Ability to work independently and able to manage individual time among competing priorities
- Ability to travel on a limited basis to attend team meetings and/or to meet prospects or current customers
- Strong PC skills and ability to quickly learn a variety of software applications
- Composure, strong customer service skills and ability to build and maintain relationships is key
- Ability to balance multiple priorities in a fast-paced work environment and work independently with little direction
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