Direct Markets Account Specialist I

Zurich Insurance; Overland Park (KS); On-site; USD 55,000 - 89,000; Full time

Job summary

Zurich Direct Markets is seeking an Account Specialist to join the Sales & Account Support team in Overland Park. The role focuses on providing Property Casualty and Finance & Insurance support to regional sales staff, assisting with renewal delivery, and coordinating with underwriting, marketing, and other departments to service accounts.

You will prepare customer information for renewals, obtain required documents, signatures, and payments, and maintain accurate client data in Zurich systems.

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.
• 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 analysing and recommending enhancements to technical procedures.

Job description

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 analysing 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 rangefor 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 Rewards here .]

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.

Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets.

Zurich complies with 18 U.S. Code § 1033.

Location(s): AM - Overland Park, AM - Remote Work (US)
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered:No