Account Specialist

The Account Specialist supports the Account Management and Underwriting teams in servicing executive and specialty Life and Disability insurance programs, including GUL, GVUL, Individual Disability Insurance (IDI), and High-Limit LTD. This is an excellent opportunity for someone who enjoys organization, client service, and problem-solving while gaining exposure to multiple areas of the business, including account management, underwriting, and operations.

Responsibilities

Support new client implementations, enrollments, annual renewals, and ongoing account servicing; Coordinate policyholder requests, additions, terminations, and invoicing activities; Assist with life insurance application processing, requirement tracking, and underwriting support; Maintain client records and internal systems with accuracy and attention to detail; Prepare client communications, enrollment materials, and online portal setups; Generate reports, reconcile data, and support administrative projects; Provide exceptional service to plan sponsors, insureds, and carrier partners

Requirements

Proficiency in Microsoft Office, particularly Excel; Strong organizational skills with the ability to manage multiple priorities and deadlines; Excellent written and verbal communication skills; Detail-oriented, adaptable, and eager to learn; Ability to work independently while collaborating effectively within a team environment

Nice to have

Bachelor's degree preferred; Administrative, insurance, financial services, or client support experience is a plus

Benefits

Medical, vision, and dental benefit options; 401(k) with company match; Company paid life insurance; STD and LTD coverage; Generous PTO policy starting at 18 days per year plus 10 paid holidays and 2 floating holidays