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    • Account Specialist - Woodbury - SterlingRisk

    SterlingRisk
    SterlingRisk Woodbury

    1 month ago

    Default job background
    Description

    At SterlingRisk, our employees are the driving force behind our success. We take pride in going the extra mile to support our employees, reinforcing our commitment to being a Great Place to Work and a Fortune Best Workplace.

    We foster a culture where new ideas and diverse perspectives are not just encouraged but valued. Our Values Blueprint, centered on Integrity, Innovation, Collaboration, Care & Respect, and Excellence, shapes our daily operations, making us a leader in the insurance industry.

    We are seeking a Construction Account Specialist to join our growing team in our Woodbury, NY office.

    Key Responsibilities

    • Support Account Executive in maintaining a high level of renewal retention on an existing Contractor Book of Business (General Contractors, Sub-contractors, RE Developers, and Civil Contractors)
    • Review existing policies and endorsements, request changes to carrier as needed
    • Prepare applications for marketing of new and renewal business
    • Maintain and develop strong market relationships
    • Maintain client files and activities through our Agency Management System (includes invoicing, certificates, ID cards, etc.)
    • Meet service and sales delivery standards and perform essential functions to meet the quality and service standards developed by SterlingRisk
    • May be assigned special projects from time to time
    • Update and maintain integrity of the EPIC Agency management system
    • Work independently or with third-party vendor to prepare certificates for issuance in accordance with SterlingRisk standards
    • Obtain and maintain certificate holder lists from clients.
    • Accurately bill renewal and new policies, endorsements and audits
    • Obtain loss runs for renewals and provide loss summaries
    • Participation in client and carrier meetings
    • Track renewal time frames to ensure that all renewal documentation is provided to the client in a timely manner
    • Process renewals following agency procedures, secure all placement subjectivities (apps, TRIA forms, Excess lines filing, etc.) and ensures distribution to appropriate recipient
    • May order and issue binders, certificates, endorsements, ID cards and related items; verify accuracy; forward to client with appropriate correspondence
    • Prepare summaries of insurance
    • Oversee open items with clients and determine course of action to ensure deadlines and deliverables are met
    • Review incoming mail, e-mail and phone requests and respond appropriately
    • Prepare or handle premium allocations for clients
    • Correspond with clients and other insurance companies on a daily basis
    • Perform other duties as assigned by management or supervisor

    Knowledge, Skills And Abilities

    • Ability to understand and interpret accurately written and oral communication
    • Knowledge of insurance products and usages
    • Knowledge of insurance markets and reference to markets
    • Computer skills and familiarity with Outlook, Excel, Word, EPIC or Applied
    • Ability to work independently and in a team environment
    • Presentation skills as appropriate for position

    Education And/or Experience

    • College Degree preferred
    • Minimum of 3-5 years' experience in the Construction insurance industry
    • Property & Casualty License

    We offer competitive salaries and a comprehensive benefits package, including health, dental, and vision coverage, short-term and long-term disability, life insurance, and a 401K plan with an employer match. Additionally, we offer a competitive and generous PTO package. Our commitment to your growth doesn't stop there—benefit from licensing support, continuing education reimbursement, and numerous learning and development opportunities.

    The estimated base salary range for this full time position is $87,500 - $100,000 annually, plus benefits, and can vary based on location.

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