Demo

Remote Account Specilaist

BCForward
Deerfield, IL Remote Full Time
POSTED ON 3/5/2025
AVAILABLE BEFORE 6/3/2025

Job Description

Job Description

BCforward is looking for a motivated Accounts Specialist for an opportunity in Bannockburn, IL.

Title : Accounts Specialist

Location : Bannockburn, IL

Payrate : $28 / hr

Duration : 12 months

Job Description :

  • Resolve basic inquiries associated with all aspects of Client Services (CS) service delivery (e.g. output delivery, basic invoice inquiries, etc.) and refers more complex inquiries to senior team members.
  • Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, surplus lines filing and any other CS deliverables.
  • Perform necessary activities or support a senior team member in the initiating a renewal, processing an invoice, issuing auto IDs, processing surplus lines, issuing emergency certificates, resolving premium account discrepancies, initiating endorsements, processing vehicle suspensions and processing other client requests.
  • Seeks assistance from senior team members when confronted with unfamiliar or complex processing transactions.
  • React to field office requests via Broker Desktop tools that require actions in a timely manner.
  • Organize or assist senior team members with the preparation of renewals and assist the distribution team with the delivery of relevant outputs.
  • Ensure system of record (Bridge & Broker Desktop) is accurate and current to ensure outputs and client deliverables will be produced according to guidelines and policy detail.
  • Liaise and be responsive to inquiries from outsourced provider to manage and ensure the timeliness and quality of outputs.t3d
  • Upload, index or attach documents in Document Management System.
  • Perform pre – renewal account review with the field office to meet client expectations related to timelines and to ensure accuracy of deliverables (certificates, invoices, endorsements, etc.).
  • Help colleagues troubleshoot and resolve basic client issues around ACS services.
  • Upon policy placement (with assistance from a senior team member), creates policy summaries, schedules of insurance, calculates premium allocations, and provides quality review of all post placement outputs.
  • With assistance from senior team members, address and complete special client projects.
  • Participate in office and client visits.

Requirements

  • Entry level position 1-3 years of commercial insurance / office experience a plus; will also consider recent college graduate.
  • Ability to effectively communicate both verbally and written 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, with emphasis on Excel skills to import / export data, strong Word skills, some v-look up experience a plus.
  • Successfully operates in a fast-paced output driven environment that requires staff members to multi-task, react quickly and perform task that are not routine.
  • Must maintain appropriate insurance brokers license or obtain within 6 months of hire.
  • Benefits :

    BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

    Company Description

    About BCforward :

    Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

    BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

    BCforward is an equal opportunity employer.

    Company Description

    About BCforward : Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer.

    Salary : $28

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