Account Service Representative

Overview

Greene Resources is seeking an Account Service Representative to join a growing and dynamic team. This role supports Account Advisors and Client Executives by assisting with service needs and making changes to existing accounts. The Account Service Representative will learn specific service and marketing responsibilities and may have the opportunity to participate in special projects as needed.

The ideal candidate is proactive, detail-oriented, and driven by accuracy, with a strong ability to learn new concepts quickly. This individual thrives in a fast-paced environment, excels at troubleshooting and problem-solving, and consistently follows up to ensure tasks are completed. The role requires the ability to manage multiple priorities, coordinate effectively with a team, and communicate professionally and clearly with clients, colleagues, and other business contacts.

• Position:
  Account Service Representative
• Location:
  
  Greensboro, NC (Onsite)
• Pay: $22/hour
• Type:
  Full-time;
  Contract to Hire
• Schedule:
  
  Monday - Friday

• Provide technical support to Account Advisor(s) in servicing client needs.
• Complete applications in coordination with Account Advisor(s); assist Account Advisor in submittal of applications to eligible and appropriate carriers and follow 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; verify accuracy and facilitate corrections when necessary, including invoicing and delivering to the insured.
• Process incoming mail, phone and email requests, responding promptly and appropriately in accordance with Sentinel service standards.
• Process billings; follow up on cancellation requests to carriers to ensure accurate and timely resolution; maintain the 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.

• 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 work in a fast-paced environment, with multiple teams and associates.
• The ability to perform a large number of multiple steps in complex systems with accuracy and speed of task completion.
• Introductory knowledge of insurance, including products and usages, markets and reference to markets, as well as rating and underwriting procedures.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Strong computer skills and familiarity with Outlook, Excel, Word, and AMS.
• Ability to manage complex projects simultaneously.
• Ability to work independently of the Account Manager and take the lead on specific elements of client servicing when necessary.

Greene Resources is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.

We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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