Commercial Lines Account Specialist

We are seeking a talented individual who enjoys working in a fast-paced, team-oriented environment to join our Commercial Lines Team in St. Louis as an Account Specialist.

About the Opportunity

We are seeking a talented individual who enjoys working in a fast-paced, team-oriented environment to join our Commercial Lines Team in St. Louis as an Account Specialist. This position offers an exciting career path with a growing company in its early stages.

Our Account Specialists are responsible for providing administrative and service support to our onboarding and renewal client service team members. This would be the perfect opportunity for a self-motivated individual with strong organizational skills and a passion for customer service. The preferred candidate would possess a desire to progress into roles and positions of higher responsibility in the future.

Roles and Responsibilities

Assist in client onboarding process during account transition from the new business team
Provide day-to-day client service and administrative support such as:
- Review insurance requirements and issue certificates of insurance and auto ID cards
- Execute policy changes / endorsements
- Invoicing and billing questions
Assist with renewal process (i.e. initiate renewal, proposal preparation, obtain loss runs, complete applications, quote review, complete pre and post-binding subjectivities, etc.)
Complete internal checklists and documentation procedures, including adhering to Oberle’s workflows and maintaining accurate documentation in Oberle’s agency management system (EPIC)
Collaborate with team members and insurance providers to deliver exceptional client service

*Note: The roles and responsibilities described above are not a comprehensive list.

Candidate Requirements

University or college degree in Business, Marketing, or a related field; or an acceptable combination of education and experience
Insurance industry experience preferred
Must have or be willing to obtain a Property & Casualty License
Strong written and oral communication skills
Proven ability to work in a team environment
Demonstrated ability to learn new skills quickly and prioritize tasks
Proven attention to detail and accuracy in work product
Self-motivated, proactive, with high energy and enthusiasm for customer service
Ability to use Microsoft Office Suite and willingness to learn Applied EPIC client management system

401K with Matching

Save for your future and we’ll match 4% of your contributions.

Best-in-Class Benefits

We know the importance of good insurance and offer plans to best suit your needs, including 100% health insurance coverage and plans for dental, vision, disability, and life insurance.

Flexibility and Time Off

With two remote workdays, a competitive PTO and Holiday schedule, and paid parental leave policy, we understand the importance of prioritizing life outside the office.

Employee Assistance

Our EAP provides support for personal issues, planning for life events, or simply managing daily life with perks such as confidential counseling services, career and self-development services, and legal and financial assistance.

About Us

Oberle Risk Strategies is a fast-growing specialty insurance brokerage headquartered in St. Louis, Missouri. Oberle’s mission is to deliver best-in-class insurance services and support to our clients across the US. We provide property and casualty insurance consultation, coverage review, and program placement for M&A transactions and portfolio company renewals.

Our clients rely on us to make sure the right insurance coverage is in place so that transactions and renewals can proceed in a timely manner and without incident. We have established a hard-earned reputation as a leader amongst our peers for our responsiveness, service, and expertise.

Forward-Thinking

We strive to stay in motion; we make bold choices and do all things with passion and purpose. We don't believe in silos, boxes, or the status quo - we dream of what's possible and put in the work to get there.

Dynamic

We're nimble, flexible, and maintain an entrepreneurial mindset. We embrace change, encourage calculated risks, and are always looking to go where we haven't been.

Honest

We say what we mean and mean what we say. Trust and mutual respect is the foundation for all relationships. Our business orbits around the people we touch.

Empowering

We believe in our team and want you to believe in yourself. Success is measured by impact, and tenacity will always get you further than tenure. Our goal is for you to be proud of the work you do and the people you do it with.

Apply Below

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