Commercial Lines Account Specialist

Bridge Specialty Group•Madison, WI

9d•Onsite

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Commercial Lines Account Specialist to join our growing team in Madison, WI. The Commercial Lines Account Specialist is an integral position in the production and service team. In this role, you will provide support for your production team and perform hands-on work with each account to ensure your team’s success. Your organization, tasks, and personal presentation have a direct impact on your team’s performance. Your team will count on you for accuracy, efficiency, and composure.

Requirements

2+ years Insurance account management experience
Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat
Adaptable to new computer functions and processes
Professional in both written and verbal communication
Self-motivated and goal-orientated
Proactive in problem solving
Detail-oriented
Teammate

Responsibilities

Supports Account Managers, Producers, and other internal employees to ensure ARMR client expectations and standards are upheld
Processes changes, as needed, checking for consistency and documenting in ARMR’s management system (Applied Epic)
Builds personalized client relationships through multiple channels of communication such as phone, email, and in-person meetings
Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
Works with internal departments to ensure cohesiveness and timeliness of service execution
Manages time effectively to prioritize workload, client service requests, and service parameters on business processes
Consistently achieves data integrity and meets activity timeliness, quality metrics, and goals
Maintains accurate and complete client data in agency management systems including policy detail, activities, attachments, and agent/broker detail
Follows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, taking appropriate action, and following up as requested
Develops successful and effective working relationships with Producers, Account Managers, other ARMR customer service pool team members, managers, carriers, and members of other departments