Job details
Job type full-time
Full job description
Position summary: the account associate works closely with sales and account management to build and develop customer relationshipsProviding prompt, efficient, high-quality service for designated accountsPrincipal responsibilities:
Maintains a concern for timeliness and completeness when interacting with clients, the organization, and insurance company partners to minimize potential for errors and omissions claims.
Assists senior account managers in the preparation of presentation materials.
Completes special projects as assigned.
Perform any necessary or requested online rating
Looks for opportunities to improve the business segment and processesBrings issues and discrepancies to the attention of appropriate leadership.
Processes and completes community upload templates.
Performs a variety of administrative duties to support agent licensing and appointments.
Assist colleagues as requested.
Education, experience, skills and abilities requirements:
1-5 years of customer service experience required.
Bachelor’s degree preferred.
High attention to detail.
Strong verbal and written communications skills.
Demonstrates effective presentation skills through verbal and written communications.
Exhibits excellent client service and problem-solving skills.
Ability to work as part of a team of professionals and build internal and external relationships.
Ability to multi-task and work effectively in a fast-paced team environment.
Possesses intermediate to advanced knowledge of microsoft word, excel, powerpoint, and outlook and the ability to learn any other appropriate insurance company and firm software programs.
Special working conditions: fast paced, multi-tasking environmentSome travel may be requiredClick here for some insight into our culture!
Hiring insights
Job activity
Posted 29 days ago
