Sample Job Description for Account Specialist

Find below a sample job description template for the position of Account Specialist:

Job Title: Account Specialist

Location of the Job: Pittsburgh, PA 15222

Years of Experience: 1 to 3 Years

Job Type: Full Time Employee

Education Level: Bachelor’s degree

Job Summary:

Sterling Office Professionals is currently seeking an experienced, highly professional executive account specialist for downtown Pittsburgh finance firm.​

Duties and Responsibilities:

  • Actively seeks out new and challenging projects
  • Participates and promotes pre and post placement servicing (premium financing, claims, etc.)
  • Possesses and utilizes basic negotiation skills for the brokerage process
  • Possesses basic competency on assigned coverages (common forms, exclusions, endorsed enhancements)
  • Emerging coverage competency, knowledge of markets and relationships
  • Demonstrates effective working knowledge of carrier underwriting practices and processes
  • Establishes ability to work as broker with moderate to highly complex accounts
  • Manages key processes and internal activities to deliver client-facing services
  • Provides technical expertise in the servicing of medium to high complexity accounts
  • Assists in the managing of medium to high complexity accounts (determined by size of account and/or nature of business)

Position Requirements:

  • Must exhibit work qualities that are team and customer oriented; with an enthusiastic approach toward work.
  • Ability to identify opportunities and create added value.
  • Detail oriented (ability to maintain organized documentation, capture consumer and retailer feedback).
  • Strong time management.
  • Ability to travel within designated market.
  • Ability to train and convey knowledge of residential broadband technology.
  • Proficient with broadband services and an enthusiast.
  • Strong communication and negotiation skills.
  • Tech savvy and knowledgeable about technologies.
  • 1-2 years related product experience.
  • 1-2 years retail / sales experience.
  • Requires a high school diploma or equivalent.

Salary: $14.00 – $16.00 Hourly DOE