Synectics Inc.
Account Specialist
Join to apply for the Account Specialist role at Synectics Inc.
Job Responsibilities
The Account Specialist II will assist Account Executives/Brokers on assigned accounts, managing key processes and undertaking client‑facing and internal activities related to our commercial risk business.
Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, surplus lines filing and any other ACS deliverables.
Perform activities to initiate a renewal, process an invoice, issue auto IDs, process surplus lines, issue emergency certificates, resolve premium account discrepancies, initiate endorsements, process vehicle suspensions and other client requests.
Mentor and assist junior staff with more complex account functions.
React to field office requests via Broker Desktop tools that require timely action.
Ensure system of record (Bridge & Broker Desktop) is accurate and current so that outputs and client deliverables meet guidelines and policy detail.
Liaise and respond to inquiries from outsourced providers to manage timeliness and quality of outputs.
Upload, index or attach documents in the Document Management System.
Perform pre‑renewal account review with the field office to meet client expectations regarding timelines and accuracy of deliverables (certificates, invoices, endorsements, etc.).
Help colleagues troubleshoot and resolve client issues within the ACS team.
Upon policy placement create policy summaries, schedules of insurance, calculate premium allocations, and provide quality review of all post‑placement outputs.
Manage, monitor and complete special client projects.
Participate in office and client visits.
Required Experience
Education: Bachelor’s degree or five plus years of industry experience.
Ability to effectively communicate verbally and in writing with external and internal clients on client‑servicing activities.
Understands operation processes and methodologies; proven ability to work effectively with moderate guidance and supervision.
Must have strong Microsoft Office skills, with an emphasis on Excel for importing/exporting data, strong Word skills, and some VLOOKUP experience is a plus.
Successfully operates in a fast‑paced, output‑driven environment that requires staff to multi‑task, react quickly and perform tasks that are not routine.
Must maintain an appropriate insurance broker’s license or obtain one within six months of hire.
Preferred Experience: 3‑5 years of commercial insurance experience.
Benefits Healthcare Insurance: Synectics offers eligible employees and their dependents healthcare coverage through BlueCross BlueShield of Illinois. Eligibility begins on the first day of the calendar month following 60 days of continuous full‑time employment. Premiums are subsidized by Synectics.
Dental Insurance: Synectics offers eligible employees and their dependents a dental plan through MetLife. Eligibility begins on the first day of the calendar month following 60 days of continuous full‑time employment.
Vision Insurance: Synectics offers eligible employees vision insurance through VSP. Eligibility begins on the first day of the calendar month following 60 days of continuous full‑time employment.
401(k) Plan: The Synectics Investment Savings Retirement Plan. Employees 21 years or older may enroll in the 401(k) Plan on the first enrollment date that is at least 30 days after employment begins. Enrollment dates are each January 1, April 1, July 1, and October 1.
Technical Certification Bonus: Up to $500 for an approved professional certification related to the current position. Only one bonus per calendar year may be awarded per employee. Bonus is awarded 90 days after receipt of documentation confirming successful completion.
Synectics is an equal opportunity employer.
Seniority Level Mid‑Senior level
Employment Type Contract
Job Function Accounting/Auditing and Finance
Industry Staffing and Recruiting
#J-18808-Ljbffr
Job Responsibilities
The Account Specialist II will assist Account Executives/Brokers on assigned accounts, managing key processes and undertaking client‑facing and internal activities related to our commercial risk business.
Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, surplus lines filing and any other ACS deliverables.
Perform activities to initiate a renewal, process an invoice, issue auto IDs, process surplus lines, issue emergency certificates, resolve premium account discrepancies, initiate endorsements, process vehicle suspensions and other client requests.
Mentor and assist junior staff with more complex account functions.
React to field office requests via Broker Desktop tools that require timely action.
Ensure system of record (Bridge & Broker Desktop) is accurate and current so that outputs and client deliverables meet guidelines and policy detail.
Liaise and respond to inquiries from outsourced providers to manage timeliness and quality of outputs.
Upload, index or attach documents in the Document Management System.
Perform pre‑renewal account review with the field office to meet client expectations regarding timelines and accuracy of deliverables (certificates, invoices, endorsements, etc.).
Help colleagues troubleshoot and resolve client issues within the ACS team.
Upon policy placement create policy summaries, schedules of insurance, calculate premium allocations, and provide quality review of all post‑placement outputs.
Manage, monitor and complete special client projects.
Participate in office and client visits.
Required Experience
Education: Bachelor’s degree or five plus years of industry experience.
Ability to effectively communicate verbally and in writing with external and internal clients on client‑servicing activities.
Understands operation processes and methodologies; proven ability to work effectively with moderate guidance and supervision.
Must have strong Microsoft Office skills, with an emphasis on Excel for importing/exporting data, strong Word skills, and some VLOOKUP experience is a plus.
Successfully operates in a fast‑paced, output‑driven environment that requires staff to multi‑task, react quickly and perform tasks that are not routine.
Must maintain an appropriate insurance broker’s license or obtain one within six months of hire.
Preferred Experience: 3‑5 years of commercial insurance experience.
Benefits Healthcare Insurance: Synectics offers eligible employees and their dependents healthcare coverage through BlueCross BlueShield of Illinois. Eligibility begins on the first day of the calendar month following 60 days of continuous full‑time employment. Premiums are subsidized by Synectics.
Dental Insurance: Synectics offers eligible employees and their dependents a dental plan through MetLife. Eligibility begins on the first day of the calendar month following 60 days of continuous full‑time employment.
Vision Insurance: Synectics offers eligible employees vision insurance through VSP. Eligibility begins on the first day of the calendar month following 60 days of continuous full‑time employment.
401(k) Plan: The Synectics Investment Savings Retirement Plan. Employees 21 years or older may enroll in the 401(k) Plan on the first enrollment date that is at least 30 days after employment begins. Enrollment dates are each January 1, April 1, July 1, and October 1.
Technical Certification Bonus: Up to $500 for an approved professional certification related to the current position. Only one bonus per calendar year may be awarded per employee. Bonus is awarded 90 days after receipt of documentation confirming successful completion.
Synectics is an equal opportunity employer.
Seniority Level Mid‑Senior level
Employment Type Contract
Job Function Accounting/Auditing and Finance
Industry Staffing and Recruiting
#J-18808-Ljbffr