Zurich NA Hiring for Regional Business Specialist at Albany, New York Full Time

Regional Business Specialist

85448

Zurich North America is hiring an experienced Regional Business Specialist I (RBS I) to join our Sales & Distribution team! Zurich is open to hiring talent at any Zurich office location or potentially from a remote location.

Seeking a qualified candidate that 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.

• Overtime may be required as the business deems necessary

• Core hours may vary – Monday through Friday.

• Regular, predictable attendance is expected.

Basic Qualifications:

• High School Diploma or Equivalent and 3 or more years of experience in the Sales or Sales Support areaOR

• Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Sales or Sales Support areaAND

• 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

As a condition of employment at Zurich, employees must adhere to our COVID-related health and safety protocols ( https://www.zurichna.com/careers/faq ), including, without limitation, a requirement that employees attest as to their vaccination status with a YES/NO, and upload proof of vaccination status, or negative COVID test results when allowable, to a third-party vendor. These are continuously re-evaluated and the requirements may change at any time.

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 clickhere (https://www.zurichna.com/careers) to learn more.

As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers’ expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet

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, AM – Addison, AM – Anoka, AM – Atlanta, AM – Boston, AM – Charlotte, AM – Chicago, AM – Dallas, AM – Denver, AM – Edina, AM – Fresno, AM – Ft. Lauderdale, AM – Houston, AM – Los Angeles, AM – Maitland, AM – Metairie, AM – New York, AM – Omaha, AM – Philadelphia, AM – Rancho Cordova, AM – Rocky Hill, AM – Sacramento, AM – San Francisco, AM – Schaumburg, AM – Sioux Falls, AM – Winston-Salem, AM – Woodland Hills

Remote Working: No

Schedule: Full Time

Linkedin Recruiter Tag: #LI-MM1