Account Life Specialist

Location: Rochester, NY (hybrid)

 

Next Insurance is a fast-growing tech company based in Silicon Valley that is led by a team of experienced entrepreneurs with a history of successful outcomes. Our mission is to transform insurance for small businesses by combining world-class technology and phenomenal customer service to offer better insurance at a lower price. As the leading digital InsurTech company transforming small business insurance, we are proud to have achieved a company valuation of $4 billion and total funding raised to more than $880 million! 

 

Next Insurance is looking for explorers who are filled with curiosity, have the desire to travel the unbeaten path, and realize new heights in providing small business owners with the peace of mind to run their businesses. If you move fast, and are customer-focused and willing to challenge the status quo, Next Insurance might just be your next journey.

 

We’re looking for an Account Life Specialist to provide support to both internal and external clients; responsible for ongoing maintenance and support of client accounts through Trupay, EPIC and Expiration/Variance Reports. As an Account Life Specialist, you’ll maintain a high-level knowledge of the systems supported by NEXT and utilize your account health review to create an awesome client experience. 

What You’ll Do:

• Exceed processing throughput and quality standards at or above the department standards
• Exhibit comprehensive knowledge of NEXT insurance portfolio, corresponding systems, and internal and external processes
• Utilize various insurance tools and forms to determine accuracy in insurance rates, EIN, class codes, and experience modifications
• Maneuver between multiple computer software applications in conjunction with carrier and bureau web-sites, internal systems to include Epic, Zendesk, TRUPAY. TRUPAY payroll error maintenance and completion of EPIC homepage activities as assigned 
• Be responsible for ongoing maintenance (renewals) for assigned Shelterpoint/Pinnacol policies in the expiration/variance report
• Payroll Reversals through the TRU001 page and Zendesk tickets 
• Perform data input, maintain strong prioritization and organizational skills and professional communications
• Maintain strong problem resolution techniques and recommend changes to staff and management
• Maintain accurate recording of all internal and external communication (customers/insured’s, insurance partners, payroll offices, etc)
• Continue to stay abreast of all changes pertaining to various product offerings, regulatory changes, policy changes, and insurance industry developments
• Email notifications to partners about cancellations and class code reporting
• Limited emails to clients about employee classifications 
• Complete other duties as assigned

 

What We Need:

• Excellent verbal, written and interpersonal communication skills 
• Detail-oriented and high level of accuracy 
• Aware of deadlines and dedication to meet them for our clients/partners
• Must be self-motivator and self-starter 
• Good communicator in a close team environment 
• Positive “can-do” attitude and a desire to contribute to a growing, energetic work environment 
• Strong organizational skills and ability to prioritize workflow 
• Willingness to transition from task to task along with taking on last-minute projects  
• Do what is right for our clients and partners by taking action when necessary
• And if you are so lucky to have worked in the insurance industry – it’s viewed as a huge plus!  

 

Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

 

One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characterist