Account Specialist

Renewals Account Specialist

We are seeking a talented individual to join our Commercial Lines Team in St. Louis.

Oberle Risk Strategies is adding a Renewals Account Specialist to our team in St. Louis. We are seeking a talented individual who enjoys working in a fast-paced, team-oriented environment to join our Commercial Lines Team in St. Louis as an Account Specialist. This position offers an exciting career path with a growing company in its early stages.

Our Account Specialists are responsible for providing administrative and service support to our onboarding and renewal client service team members. This would be the perfect opportunity for a self-motivated individual with strong organizational skills and a passion for customer service. The preferred candidate would possess a desire to progress into roles and positions of higher responsibility in the future.

Oberle has experienced significant growth since our inception in 2019. The role presents an opportunity to join our firm at an exciting time, while still in our early stages. We’re aiming for a candidate interested in mastering the ins and outs of the M&A process, who would enjoy detailed analytical work and would be energized by working closely with our client base, which is comprised of talented entrepreneurs and private equity professionals across the US.

Compensation will be competitive and commensurate with experience and will include an attractive base salary and annual bonus opportunity.

• Accurately prepare certificates of insurance, evidence of property insurance, and auto  in a timely manner as directed by the onboarding and renewal team members
• Assist in client onboarding and renewal process as directed, including initiating the renewal process, application preparation, proposal preparation, document organization, and closing open items
• Assist in a variety of day-to-day client service and administrative support tasks
• Complete internal checklists and documentation procedures, including maintaining accurate documentation in Oberle’s agency management system (EPIC) and coordinating with Oberle team members on matters such as billing, licensing, etc.
• Must have a Property and Causality Producer License or be able to obtain within 30 days after hire
• University or college degree in Business, Marketing, Engineering or an acceptable combination of education and experience
• Strong written and oral communication skills
• Proven ability to work in a team environment
• Demonstrated ability to learn new skills quickly and prioritize tasks
• Proven attention to detail and accuracy in work product
• Self-motivated, proactive, with high energy and enthusiasm for customer service
• Ability to use Microsoft Office Suite and willingness to learn Applied EPIC client management system
• Strong organizational skills; must be able to manage and prioritize multiple business objectives and projects with the proper sense of urgency.
• Motivated to exceed expectations

Save for your future and we’ll match 4% of your contributions.

We know the importance of good insurance and offer plans to best suit your needs, including 100% health insurance coverage and plans for dental, vision, disability, and life insurance.

With two remote workdays, a competitive PTO and Holiday schedule, and paid parental leave policy, we understand the importance of prioritizing life outside the office.

Our EAP provides support for personal issues, planning for life events, or simply managing daily life with perks such as confidential counseling services, career and self-development services, and legal and financial assistance.

Oberle Risk Strategies is a fast-growing specialty insurance brokerage headquartered in St. Louis, Missouri. Oberle’s mission is to deliver best-in-class insurance services and support to our clients across the US. We provide property and casualty insurance consultation, coverage review, and program placement for M&A transactions and portfolio company renewals.

Our clients rely on us to make sure the right insurance coverage is in…