Senior Account Associate - Commercial Insurance
New
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Insurance Office of AmericaCommercial Insurance
United States, Eastern and Central Time ZonesFull-TimeSenior
SalaryUSD 55000 - 75000 / year
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Job Details
- Experience
- 3+ years
- Required Skills
- Microsoft ExcelAccount Management
Requirements
- 3+ years of customer service experience in the insurance industry.
- Thorough knowledge of insurance brokerage and client needs.
- Active insurance licensing.
- Proficiency in MS Office (Outlook, Word, Excel).
- Strong analytical, problem-solving, and decision-making skills.
- Exceptional customer service, communication, multitasking, and organizational skills.
- High School Diploma (or equivalent).
- CISR designation preferred.
Responsibilities
- Assist in directing day-to-day activities and workflow of support staff.
- Track policy expirations and process renewals accurately.
- Handle policy endorsements, audits, cancellations, reinstatements, and billing tasks.
- Conduct client research, gather underwriting information, and prepare proposals.
- Review contracts to ensure proper coverages are included.
- Monitor accounts receivable and collect outstanding balances.
- Maintain agency management systems and carrier platforms.
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