Account Associate - SBU New Business
New
United States, EST/CSTFull-TimeMiddle
Salary$24.00 to $27.00 per hour
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Job Details
- Experience
- 2+ years of industry experience, or 5+ years of related experience in customer service
- Required Skills
- Analytical SkillsMicrosoft ExcelProblem SolvingCustomer serviceData management
Requirements
- 2+ years of industry experience, or 5+ years of related experience in customer service
- Active insurance licensing
- Thorough knowledge of insurance brokerage and client needs
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, communication, multitasking, and organizational skills
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Responsibilities
- 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, review policy forms, prepare submissions, online rating, proposals, and AOR letters.
- Maintain accurate and up-to-date data in agency systems.
- Ensure timely completion of tasks and activities and keep the account team informed of workload status.
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