Washington Licensed Account Specialist

Job Summary

A company is looking for an Account Specialist.

Key Responsibilities

• Supports Account Managers with complex administrative and customer service tasks
• Handles 3-4 small client accounts and assists in training new assistants
• Completes pre-renewals, proposals, and binding coverage independently

Required Qualifications

• A P&C license and at least one year of insurance industry experience
• Successful completion of Total CSR within 90 days of hire
• Basic proficiency with Excel and relevant applications
• Mastery of all Account Assistant I & II tasks before advancing
• Typically holds at least one designation such as CISR, ACSR, CRIS, AINS