Overview

Account Specialist Jobs in Raleigh, NC at Sentinel Risk Advisors

JOB SUMMARY:

This position will serve as the first point of contact for our organization and is responsible for creating a welcoming and efficient front office experience while supporting daily administrative operations. The ideal candidate is detail-oriented, approachable, and thrives in a fast-paced environment.

Who you are:
A proactive individual driven to be accurate who thrives in detail and excels in learning new things. Strong ability to troubleshoot, problem solve and follow-up. Capable of setting priorities while keeping multiple plates spinning, working in a fast-paced environment, and coordinating with a team to achieve goals. Strong ability to communicate professionally and effectively with clients, co-workers and other business contacts.

At all times, this role is responsible for adherence to the stated expectations of Sentinel’s Errors and Omissions Management Program.

PRIMARY RESPONSIBILITIES:

  • Answer and screen incoming calls, routing appropriately or providing alternatives such as voicemail or written messages.
  • Greet all callers and visitors warmly and professionally.
  • Assist visitors at the front desk and respond to inquiries promptly.
  • Process daily incoming and outgoing mail; manage postage supplies and maintain a well-stocked mailroom.
  • Receive, sort, and distribute packages, deliveries, and internal messages.
  • Order and maintain office supplies, including beverages, utensils, and printed materials.
  • Keep the lobby refrigerator stocked and ensure reception and communal areas remain clean, orderly, and presentable.
  • Coordinate event catering and reset the dining room following functions.
  • Run the dishwasher as needed.
  • Open and close the office daily, ensuring proper management of lights, TVs, music, and doors.
  • Provide general administrative support, including maintaining the holiday calendar, scheduling company meetings, supporting interoffice communications, and arranging cards for employee life events.
  • Book employee travel in alignment with company travel policies, preferred vendors, and cost-efficiency expectations.

Additional duties to include:

  • Provide technical support to Account Advisor(s) in servicing client needs.
  • Complete applications in coordination with Account Advisor(s); Assists Account Advisor in submittal of applications to eligible and appropriate carriers and follows up to ensure timely receipt of quotations and policies.
  • Complete renewal reviews for upcoming renewal accounts in accordance with Sentinel’s timelines and procedures. Coordinate with the Account Advisor and the Client Executive as necessary to discuss coverages and needed changes.
  • Prepare master certificates and other related items; verify for accuracy; forward to holders and client with appropriate correspondence at the direction of the Account Advisor.
  • Prepare summaries of insurance, schedules and proposals as needed.
  • Process renewals in coordination with Account Advisor(s) according to agency procedures.
  • Review audits of policies; verifies accuracy and facilitates corrections when necessary, including invoicing and delivering to the insured.
  • Processes incoming mail, phone and email requests, responding promptly and appropriately in accordance with Sentinel service standards.
  • Process billings; follow up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
  • Prepare premium allocations, manual invoices, and premium finance agreements for clients as needed.
  • Review and maintain suspense daily to adhere to Sentinel’s standard operating procedures.
  • Other service-related items as they arise especially for training purposes to further agency or insurance knowledge.

KNOWLEDGE, SKILLS AND ABILITIES:

  • High school diploma or equivalent.
  • Property & Casualty Insurance License, or the ability to obtain within the first 6 months of employment.
  • Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner.
  • Ability to understand written and oral communication and interpret abstract information.
  • Ability to carry out complex tasks with many concrete and abstract variables.
  • Strong computer skills and familiarity with tools such as Outlook, Excel, and Word.
  • Ability to manage complex projects simultaneously.
  • Ability to work independently of Account Manager and take the lead on specific elements of client servicing when necessary.

WORKING CONDITIONS:

  • Fast-paced environment working with multiple teams and associates.
  • Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Referral program
  • Vision insurance

Work Location: In person

Title: Account Specialist

Company: Sentinel Risk Advisors

Location: Raleigh, NC

 

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