Account Associate – Personal Lines

Role Overview

• Plays a crucial role in managing client accounts and providing exceptional customer service
• Collaborating with the account manager and processing endorsements
• Handling client inquiries, managing cancellations, and addressing return mail
• Communicating effectively with insurance companies and customers to fulfill underwriting requirements
• Preparing proof of insurance promptly and accurately
• Supporting servicing of books of business in collaboration with Account Managers

Requirements

• 2 years of personal lines experience
• State required active licensing (2-20, 20-44 or equivalent)
• Exceptional customer service and communication skills
• Strong multi-tasking, organizational, and decision-making 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
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment