Account Associate - Daniels-Head Insurance Agency

MedPro Group; Texas; Presencial; USD 38.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Time Off

Health and Dental Insurance

Vision Insurance (optional)

Life Insurance

401K and Profit Sharing

Descripción de la vacante

Daniels-Head Insurance Agency in Texas seeks an Account Associate to join our team. You will support Account Executives in servicing professional liability customers and prospects, ensuring accurate, timely service and compliance with department processes.

Responsibilities include handling inquiries, renewals, proposals, certificates, and billing; developing proficiency in our agency management system; and collaborating with colleagues to deliver exceptional customer service.

Formación

• High school diploma or GED required.
• Positive attitude and willingness to learn.
• Desire to be mentored and grow professionally.
• Self-motivated with ability to work autonomously and in a team.
• Detail oriented with deadlines in mind.
• Must be able to obtain P&C license; training and license paid by the agency.

Responsabilidades

• Provide prompt, accurate, and 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, and info requests.
• Become proficient in proprietary agency tools and systems.
• Filing and general team support.

Conocimientos

Customer service

Team player

Attention to detail

Self-motivated

Communication skills

Microsoft Office

Educación

High school diploma or GED

Herramientas

Agency management system

Descripción del empleo

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.