Account Associate - Personal Lines Insurance - Remote

Overview

The Account Associate plays a crucial role in managing client accounts and providing exceptional customer service in the Personal Lines Insurance sector.

In Short

• Manage client accounts and deliver excellent customer service.
• Process endorsements and handle client inquiries.
• Manage cancellations and policy changes.
• Prepare proof of insurance accurately and promptly.
• Collaborate with Account Managers to support business servicing.
• Communicate effectively with insurance companies and clients.
• Maintain accurate management systems.
• Demonstrate strong organizational and decision-making skills.
• Participate in a respectful culture with work/life balance.
• Engage in community service commitment.

Requirements

• 3-5 years of industry experience or equivalent.
• Active state licensing required.
• Exceptional customer service and communication skills.
• Strong multi-tasking and organizational 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.
• Employee stock plan participation.
• Professional growth and career progression opportunities.
• Supportive teammates and a rewarding work environment.