Assist the account team in completing day-to-day administrative tasks
Ensure no liability associated with errors or omissions occurs
Resolve basic and routine administrative and customer service issues
Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant
Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders
Identify and reconcile billing inaccuracies
Maintain accurate and up-to-date data in agency systems
Ensure timely completion of tasks and activities
Provide proactive and responsive service
Ensure productivity and quality standards are met
Participate in team building and promote a positive work environment
Stay updated on company policies and procedures
Enhance technical skills and industry knowledge
Foster positive relationships with colleagues and leadership

2+ years of industry experience, OR 5+ years of related experience in customer service
Thorough knowledge of insurance brokerage and client needs
Required active licensing
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communications, multitasking, and organizational skills
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)

Account Associate – Commercial Insurance, Select Business

Key skills