Account Review Specialist

National Real Estate Insurance Group•Kansas City, KS

About The Position

The Account Review Specialist provides world-class client service by reviewing annual policy performance of existing accounts. Essential Functions Perform a review of client accounts prior to the account’s annual renewal to identify discrepancies, errors, or potential fraud. Verify account activities against company policies and industry standards. Review requires examination of the client’s locations, coverages purchased, costs and claims. Collaborate with the appropriate internal teams to resolve account-related issues. Provide timely reports on account status, including risks and recommendations for action. Ensure that all account reviews are documented accurately and meet regulatory compliance requirements. Communicate directly to the client the need for necessary changes to policy coverage or cost and any additional options. Maintain client records by updating or changing account information according to final review. Contributes to team effort by accomplishing related results as needed. Demonstrate a passion for the company’s mission, vision, and values Regular and predictable attendance. Additional duties as assigned. National Real Estate Insurance Group, LLC is an at-will organization, and this document does not serve as an employment contract. This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications and additional tasks may be assigned by a supervisor.

Requirements

Active P&C license required or must be obtained within 60 days of hire
High School diploma required
Two or more years in a Client Service position preferred
Above average skills in email and phone etiquette
Demonstrated ability in Microsoft Office Suite
Ability to thrive in fast paced environment
Excellent oral and written communication skills

Nice To Haves

4-year College degree preferred

Responsibilities

Perform a review of client accounts prior to the account’s annual renewal to identify discrepancies, errors, or potential fraud.
Verify account activities against company policies and industry standards.
Review requires examination of the client’s locations, coverages purchased, costs and claims.
Collaborate with the appropriate internal teams to resolve account-related issues.
Provide timely reports on account status, including risks and recommendations for action.
Ensure that all account reviews are documented accurately and meet regulatory compliance requirements.
Communicate directly to the client the need for necessary changes to policy coverage or cost and any additional options.
Maintain client records by updating or changing account information according to final review.
Contributes to team effort by accomplishing related results as needed.
Demonstrate a passion for the company’s mission, vision, and values
Regular and predictable attendance.
Additional duties as assigned.