Account Associate – Commercial Insurance

📋 Description

• Support the account team in executing daily administrative functions.

• Ensure that no liabilities arise from errors or omissions.

• Tasks include addressing basic and routine administrative and customer service matters.

• Help coordinate the daily operations of Team Support/Receptionist and Account Assistant.

• Assist with various general office responsibilities and administration.

• Manage endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.

• Identify and correct billing discrepancies, review policy documents, prepare submissions, conduct online rating, create proposals, draft AOR letters, and support new and renewal business workflows.

• Maintain precise and current information in agency systems.

• Ensure timely execution of tasks and activities.

• Keep the account team updated on workload progress and any challenges.

• Provide proactive and responsive service.

• Meet productivity and quality benchmarks.

• Engage in team-building activities and foster a positive workplace atmosphere.

• Pursue and implement best practices.

• Stay informed about company policies and procedures.

• Enhance technical capabilities and industry insight.

• Build positive relationships with colleagues and leadership.

• Exhibit integrity and leadership qualities.

⛳️ Requirements

• A minimum of 2 years of industry experience, or 5 years of related customer service experience.

• Comprehensive understanding of insurance brokerage and client needs.

• Active licensing is mandatory.

• Strong analytical, problem-solving, and decision-making abilities.

• Outstanding customer service, communication, multitasking, and organizational skills.

• Proficiency in MS Office applications (Outlook, Word, Excel).

• High School Diploma or equivalent is required.

🏝️ Benefits

• Health insurance coverage paid by the company.

• Paid holidays, vacation days, and sick leave.

• 401K plan with employer matching contributions.

• Opportunities for professional development and career advancement.

• A respectful culture that promotes work-life balance.

• Commitment to community service.

• Supportive colleagues and a fulfilling work environment.