Account Associate managing client accounts and providing customer service for an insurance brokerage. Collaborating with account managers and processing policy changes in a remote capacity.
Responsibilities
Plays a crucial role in managing client accounts and providing exceptional customer service
Collaborating with the account manager and processing endorsements
Handling client inquiries, managing cancellations, and addressing return mail
Communicating effectively with insurance companies and customers to fulfill underwriting requirements
Preparing proof of insurance promptly and accurately
Supporting servicing of books of business in collaboration with Account Managers
Requirements
2 years of personal lines experience
State required active licensing (2-20, 20-44 or equivalent)
Exceptional customer service and communication skills
Strong multi-tasking, organizational, and decision-making skills
High accuracy in handling large work volumes
Proficiency in MS Office (Outlook, Word, Excel)
High School diploma (or equivalent)
Benefits
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
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