Direct Markets Account Specialist I

Zurich NA; Olympia (WA); Híbrido; USD 55.000 - 89.000; Jornada completa

Descripción de la vacante

Zurich NA Direct Markets is seeking a Direct Markets Account Specialist I to join the Sales & Account Support team. You will support field staff in acquiring, retaining, and servicing accounts with emphasis on renewal delivery, cross-selling, and accurate client data in Zurich systems.

Your role involves coordinating renewal documents, obtaining signatures and payments, producing internal reports, and acting as a liaison among customers, field staff, regional offices, and home office departments

Responsabilidades

• 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.
• 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.

Descripción del empleo

Direct Markets Account Specialist I

137046

Zurich Direct Markets is looking for an Account Specialist to join the Sales & Account Support team.

The mission of the Sales & Account Support Team is to partner with the field staff to acquire, retain, and service accounts. They are a dedicated resource and an extension to the field staff to help grow the business and provide support to our customers. They aim for “first time right” in everything they do through consistent processes, strong technical expertise, and high-quality controls.

The ideal candidate will provide Property Casualty as well as Finance and Insurance support to regional sales staff to drive growth and profitability by assisting with less complex Property Casualty renewal delivery, ancillary product cross selling, evaluating and preparing customer information in collaboration with underwriting, negotiate policy terms, conditions and pricing, client Finance and Insurance seminar preparations, client record maintenance and report generation.

In this role you will be responsible for:

• 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.

Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us.

The pay range shown is a national average and may vary by location. The proposed Salary range for this position is $54,500.00 – $89,200.00, with short-term incentive bonus eligibility set at 10%.

We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewardshere (https://www.zurichna.com/careers/benefits) .]

Why Zurich?

At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®.

Join us for a brighter future—for yourself and our customers.

Please note:

Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal.

Location(s): AM – Overland Park, AM – Remote Work (US)

Remote Working: Hybrid

Schedule: Full Time

Employment Sponsorship Offered: No

EOE Disability / Veterans