Direct Markets Account Specialist I

Summary

Zurich North America is an insurance and risk management company seeking a Direct Markets Account Specialist I to support its Sales & Account Support team. The role assists regional sales staff with Property Casualty renewals, ancillary product cross-selling, customer information preparation, policy terms and pricing, customer service, reporting, and account support.

Responsibilities

• Assist in calling customers to discuss and obtain underwriting related documents for renewal preparation
• Assist with renewal delivery to customers virtually as well as obtain signatures and payments
• With manager and sales staff direction and oversight, coordinate production/processing documents, internal reports and update production reporting systems
• Coordinate with Marketing, management and team members to oversee customer facing distributions and correspondence
• Serve as liaison for customers, field staff, regional office staff and home office departments
• Ensure policies, procedures and guidelines are followed
• Ensure customer contact information is accurate and properly maintained in Zurich systems
• Receive and direct customer policy requests to the appropriate department and follow-up until completion is verified
• Support others who maintain relationships directly with customers
• Respond to inquiries quickly and completely, provide status updates until resolved
• Recognize and respond to or refer opportunities within Direct Markets or other Zurich entities that support the corresponding line of business
• Assist on projects with manager guidance
• Identify and resolve problems by referring to policies, procedures, standards
• Continually improve unit performance by analyzing and recommending enhancements to technical procedures

Benefits

• Short-term incentive bonus eligibility set at 10%
• Hybrid work arrangement