Direct Markets Account Specialist I

Zurich Insurance Group•Overland Park, KS

1d•Hybrid

About The Position

Zurich Direct Markets is looking for an Account Specialist to join the Sales & Account Support team. The mission of the Sales & Account Support Team is to partner with the field staff to acquire, retain, and service accounts. They are a dedicated resource and an extension to the field staff to help grow the business and provide support to our customers. They aim for “first time right” in everything they do through consistent processes, strong technical expertise, and high-quality controls. The ideal candidate will provide Property Casualty as well as Finance and Insurance support to regional sales staff to drive growth and profitability by assisting with less complex Property Casualty renewal delivery, ancillary product cross selling, evaluating and preparing customer information in collaboration with underwriting, negotiate policy terms, conditions and pricing, client Finance and Insurance seminar preparations, client record maintenance and report generation.

Requirements

Property Casualty support
Finance and Insurance support
Assist with less complex Property Casualty renewal delivery
Ancillary product cross selling
Evaluating and preparing customer information in collaboration with underwriting
Negotiate policy terms, conditions and pricing
Client Finance and Insurance seminar preparations
Client record maintenance
Report generation

Responsibilities

Assist in calling customers to discuss and obtain underwriting related documents for renewal preparation.
Assist with renewal delivery to customers virtually as well as obtain signatures and payments.
With manager and sales staff direction and oversight, coordinate production/processing documents, internal reports and update production reporting systems.
Coordinate with Marketing, management and team members to oversee customer facing distributions and correspondence.
Serve as liaison for customers, field staff, regional office staff and home office departments.
Ensure policies, procedures and guidelines are followed.
Ensure customer contact information is accurate and properly maintained in Zurich systems.
Receive and direct customer policy requests to the appropriate department and follow-up until completion is verified.
Support others who maintain relationships directly with customers.
Respond to inquiries quickly and completely, provide status updates until resolved.
Recognize and respond to or refer opportunities within Direct Markets or other Zurich entities that support the corresponding line of business.
Assist on projects with manager guidance.
Identify and resolve problems by referring to policies, procedures, standards.
Continually improve unit performance by analyzing and recommending enhancements to technical procedures.