Account Associate - Daniels-Head Insurance Agency

MedPro Group; Pennsylvania; Vor Ort; USD 42.000 - 65.000; Vollzeit

Benefits dieser Stelle

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance (optional)

Life Insurance

401K and Profit Sharing

Zusammenfassung

Daniels-Head Insurance Agency is seeking an Account Associate to support Account Executives in servicing professional liability insurance customers and prospects. The role emphasizes exceptional customer service and adherence to departmental goals and processes.

You will handle policy changes, billing inquiries, renewals, proposals, certificates, and invoices while maintaining detailed client files and collaborating with the team.

Qualifikationen

• Demonstrated customer-service mindset and the ability to work in a team.
• Ability to learn and be mentored in a fast-paced insurance environment.
• Detail-oriented with strong deadline discipline.

Aufgaben

• Provide prompt, accurate, friendly customer service.
• Respond to inquiries including policy changes and billing.
• Document and maintain customer files and follow-ups.
• Process renewals, proposals, policies, endorsements, certificates, invoices, info requests, and finance agreements.
• Become proficient in agency management software and tools.
• Support filing and assist other team members as needed.

Kenntnisse

Customer service

Team player

Communication skills

Microsoft Office

Ausbildung

High school diploma or GED

Tools

Agency management system

Jobbeschreibung

Daniels-Head Insurance Agency (https://www.dhia.com) is seeking a motivated individual to join our winning team for the role of Account Associate. We are seeking an individual who is a team player and understands the importance of exceptional customer service.

The Account Associate will support agency Account Executives in servicing professional liability insurance customers and prospects in compliance with departmental goals and processes.

Responsibilities:

• Provide prompt, accurate, and friendly customer service
• Respond to insurance inquiries including policy changes and billing
• Document and maintain customer files regarding communications, action items, and follow-ups
• Process customer renewals, proposals, policies, endorsements, certificates, invoices, information requests, and finance agreements
• Become skilled in the proprietary agency management system, software, and tools that are used to complete tasks
• Filing
• Assist other team members as needed

Qualifications:

• High school diploma or GED equivalent
• Positive attitude
• A desire to continually learn and willingness to be mentored
• Self-motivated and the ability to work both autonomously and as a team member
• Deadline and detail orientated
• Demonstrated skill in:
• Using Microsoft Office applications (Outlook, Word, Excel)
• Effective verbal and written communication skills
• Must be able to obtain P&C insurance license; agency will pay for training and license

Benefits:

• Paid Time Off
• Health and Dental Insurance
• Vision Insurance (optional)
• Life Insurance
• 401K and Profit Sharing (after qualifying period)

General:

MedPro Group/Daniels-Head Insurance Agency is an Equal Opportunity Employer.