Account Associate: Growth & Client Success (Insurance)

Joe Hartman Insurance and Financial Services, Inc.; Kent (OH); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Joe Hartman Insurance and Financial Services, Inc. is seeking an Account Associate to support daily operations and strengthen customer relationships.

You will act as a liaison between customer needs and agency departments while promoting relevant products and services to help clients achieve their financial protection goals. You will be part of a small, growing team with opportunities to learn from experienced colleagues.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.

Responsibilities

• Manage customer accounts and update information in the database.
• Assist customers with policy changes and inquiries.
• Process insurance claims and follow up with customers on claim status.
• Coordinate with underwriters to ensure timely policy issuance.

Skills

Organizational skills

Customer service

Communication skills

Insurance experience

Job description

Joe Hartman Insurance and Financial Services, Inc. is seeking an Account Associate to support daily operations and strengthen customer relationships.

You will act as a liaison between customer needs and agency departments while promoting relevant products and services to help clients achieve their financial protection goals. You will be part of a small, growing team with opportunities to learn from experienced colleagues.