Direct Markets Account Specialist I

What can go right when you can grow your career?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, we have over 150 years of experience, serve more than 25 industries, and insure 90% of the Fortune 500®. Zurich strives to provide ongoing career development opportunities so you can reach your full potential and foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. With the support of people like you, we are optimistic about leading the next evolution of the insurance industry. Join us in building a brighter future for our people, our customers and the communities we serve.

Do you know someone who would be a great candidate for this opening? Zurich North America has two separate and distinct talent referral programs in the US. Please scroll to the bottom of this posting to learn more and access the links to submit your talent referral.

Zurich Direct Markets is looking for a Regional Business 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.
  
  

Basic Qualifications:

• High School Diploma or Equivalent and 3 or more years of experience in the Sales or Sales Support area OR
• Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Sales or Sales Support area AND
• Licensed for insurance products in states where assigned
• Knowledge of sales and marketing principles
• Knowledge of underwriting and claims
  
  

Preferred Qualifications:

• Intermediate Microsoft Word, Excel and PowerPoint skills
• Knowledge of DocuSign functionality
• Associates degree with 1 or more years sales or sales support experience
• Insurance industry experience
• Exposure to technology to include Pads, Personal computers, traditional as well as automotive application software and business system applications.
• Knowledge of P&C and/or F&I underwriting and claims
  
  

At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education.

The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed salary range for this position is $53,400 - $87,500, with short-term incentive bonus eligibility set at 10%.

As an insurance company, Zurich is subject to 18 U.S. Code

• 1033.
  
  

A future with Zurich. What can go right when you apply at Zurich?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more.

Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

Location(s): AM - Overland Park

Remote Working: Hybrid

Schedule: Full Time

Employment Sponsorship Offered: No

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