Account Associate - Remote

Overview

The Account Associate is an entry-level position focused on learning the principles of insurance while supporting clients under the supervision of more experienced colleagues.

In Short

• Support daily service tasks for assigned clients.
• Issue Proofs of Insurance and respond to client inquiries.
• Maintain client data accuracy in the agency management system.
• Review new and renewal policies for accuracy.
• Participate in educational seminars for skill improvement.
• Document all activities in the agency management system.
• Complete additional functions as assigned by management.
• Requires active Property & Casualty Producer License or ability to obtain one.
• Strong organizational and communication skills are essential.
• Mathematical skills to calculate figures and amounts.

Requirements

• Active Property & Casualty Producer License or ability to obtain one.
• Strong organizational skills and initiative.
• Proficient in Microsoft Word, Outlook, and Excel.
• Excellent verbal and written communication skills.
• Strong interpersonal skills.
• Ability to calculate figures and amounts.
• Problem-solving skills for various instructions.
• Ability to handle multiple tasks and prioritize effectively.
• Willingness to learn and adapt in a fast-paced environment.
• Commitment to compliance and ethical standards.

Benefits

• Competitive base compensation.
• Opportunities for career advancement.
• Supportive and entrepreneurial work culture.
• Access to training and educational resources.
• Diverse workforce and inclusive environment.
• Flexible work arrangements.
• Health and wellness benefits.
• Retirement plan options.
• Employee recognition programs.
• Access to financial products and services.