Account Specialist
On-site · Cedar Falls, Iowa, United States
Job Summary
Account Specialist responsible for delivering high-quality service and support to clients, maintaining relationships with Account Managers, Account Executives, and Risk Advisors, assisting with book of business, data management in EPIC, and market/renewal support. Will collaborate within a high-performance team, proactively address client concerns, manage account data and reporting, support marketing for new and renewal business, and handle office operations. Requires strong communication, organization, problem-solving, and proficiency in Microsoft Office to sustain client satisfaction and account retention.
Required Qualifications
- Proven experience in service/support management or a related client-facing role
- Desire to obtain a license as required, if not currently licensed
- Experience in the insurance industry is preferred
- Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
- Excellent communication and interpersonal skills, with the ability to interact effectively with clients and stakeholders at all levels
- Exceptional problem-solving skills with a strong focus on client satisfaction
- Strong organization and time management skills
- Managing both client-facing responsibilities and internal office operations seamlessly
- Ability to adapt to a fast-paced and dynamic environment
- Ability to work with internal teams to report information, track tasks, and align efforts toward achieving client goals
- Strong collaborative and morale skills to motivate and assist the internal high-performing team
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