Account Review Specialist

National Real Estate Insurance Group

Job Location:

Kansas City, KS - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Position Title: Account Review Specialist

Reports to: VP Organizational Development

Position Objective: The Account Review Specialist provides world-class client service by reviewing annual policy performance of existing accounts.

Essential Functions

Perform a review of client accounts prior to the accounts annual renewal to identify discrepancies errors or potential fraud.
Verify account activities against company policies and industry standards.
Review requires examination of the clients locations coverages purchased costs and claims.
Collaborate with the appropriate internal teams to resolve account-related issues.
Provide timely reports on account status including risks and recommendations for action.
Ensure that all account reviews are documented accurately and meet regulatory compliance requirements.
Communicate directly to the client the need for necessary changes to policy coverage or cost and any additional options.
Maintain client records by updating or changing account information according to final review.
Contributes to team effort by accomplishing related results as needed.
Demonstrate a passion for the companys mission vision and values
Regular and predictable attendance.
Additional duties as assigned.

Basic Qualifications

Active P&C license required or must be obtained within 60 days of hire
High School diploma required; 4-year College degree preferred
Two or more years in a Client Service position preferred
Above average skills in email and phone etiquette
Demonstrated ability in Microsoft Office Suite
Ability to thrive in fast paced environment
Excellent oral and written communication skills

National Real Estate Insurance Group LLC is an at-will organization and this document does not serve as an employment contract. This job description is not intended to be an exhaustive list of all duties responsibilities or qualifications and additional tasks may be assigned by a supervisor.

Required Experience:

Position Title: Account Review SpecialistReports to: VP Organizational DevelopmentPosition Objective: The Account Review Specialist provides world-class client service by reviewing annual policy performance of existing accounts.Essential FunctionsPerform a review of client accounts prior to the acco...