Account Associate – Commercial Insurance

Role Overview

• 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, etc.
• Identify and reconcile billing inaccuracies
• Maintain accurate and up-to-date data in agency systems
• Keep the account team informed of workload status
• Provide proactive and responsive service
• Ensure productivity and quality standards are met
• Participate in team building and promote a positive work environment

Requirements

• 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)

Benefits

• 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