Summary: Insurance Account Specialists provide technical support to producers, account executives, account managers and other team members as directed. They maintain a high level of attention to detail to ensure quality control. They possess technical knowledge of product line coverage and have the ability to follow workflows and processes as detailed in agency procedures.
Duties and Responsibilities:

Maintain responsibility for self-management and development

Meet with supervisor to ensure alignment and gain agreement on goals and performance standards

Record updates to goal achievements as indicated throughout year

Possess knowledge of insurance industry changes and trends

Identify training needs and work with supervisor to obtain appropriate training

Maintain and develop product line knowledge through participation in educational opportunities

Act as a resource for continuous improvement initiatives

Comply with Agency Procedures

Follow established agency policies and procedures and all subsequent updates

Adhere to agency service standards and timelines

Utilize agency technology and software applications including agency management systems, document management systems and workflows

Comply with procedures as outlined in the Huntington Employee Handbook

Provide Customer Service to Agency Clients

Respond to internal and external service inquiries within optimal time frames

Handle customer inquiries and follow through to resolution seeking assistance as needed

Assist team members to address client service needs as requested

Communicate with producers and other team members regarding client services needs

Review completed endorsements, audits and other policy documents for accuracy

Process and invoice endorsements, audits and other policy transactions as requested

Monitor outstanding service requests and address in established timeframes

Assist in the Timely Preparation of Client Documents

Assist in the new business and renewal marketing process as requested

Update client data and prepare renewal applications

Work with producer and account manager to obtain required data throughout the marketing process

Assist in the preparation of client summary and proposal documents

Review policies for quality assurance requirements in accordance with agency procedures

Request changes and corrections as identified during the quality assurance review

Participate in Agency Growth Initiatives

Identify account rounding opportunities and communicate to producer and/or account manager

Seek cross sell and referral opportunities across product lines

Assist producers with new business prospecting activities

Maintain Agency Data

Maintain and update client and policy data per agency procedures

Utilize agency management, workflow and diary systems to ensure timely service and follow up

Document correspondence, conversations and activities in agency systems following agency procedures

Assist in Colleague Development

Serve as a technical and process resource as requested

Assist with colleague training as requested

Corporate Initiatives

Participate in corporate projects and initiatives

Assist with workflow development and implementation to support corporate initiatives

Perform other duties as assigned by management

Basic Qualifications:

High School Diploma or Equivalent

Minimum 1 year Insurance Experience

Preferred Qualifications:

Bachelor's Degree

Excel and Word

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

No

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

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