Account Representative

Jobtailor; Riverside (CA); On-site; USD 42,000 - 56,000; Full time

Job summary

Jobtailor in Riverside, CA seeks a detail‑oriented Insurance Proofs Specialist to issue accurate Proofs of Insurance on demand. You will verify coverages, check endorsements, and maintain orderly client files in a fast-paced environment.

The role requires a high school diploma, 2+ years of insurance experience, and the ability to obtain an insurance license within 6 months. Strong communication and organizational skills are essential.

Qualifications

• High school diploma or GED required.
• At least 2 years of related insurance experience.
• Currently licensed or willing to obtain an insurance license within 6 months of hire.
• Strong attention to detail and analytical skills.

Responsibilities

• Provide customers with accurate, on-demand Proofs of Insurance in a timely manner.
• Ensure Proofs are issued according to insurance coverages and policy provisions.
• Facilitate positive and effective relationships with clients and colleagues.
• Respond quickly to incoming requests from clients and colleagues.
• Check policies and endorsements against insurance requirements.
• Provide accurate Proofs of Insurance for clients.
• Maintain accurate and organized account files.

Skills

Proofs Of Insurance

Insurance Policy Provisions

Analytical Skills

Policy Checking

Evidences Of Insurance

Relationship-Building

Education

High school diploma/GED

Tools

Microsoft Office Suite

Outlook

Job description

• Provide customers with accurate, on-demand Proofs of Insurance in a timely manner
• Ensure Proofs are issued according to insurance coverages and policy provisions
• Facilitate positive and effective relationships with clients and colleagues
• Respond quickly to incoming requests from clients and colleagues
• Check policies and endorsements against insurance requirements
• Provide accurate Proofs of Insurance for clients
• Maintain accurate and organized account files

Requirements

• High school diploma/GED
• At least 2 years of related insurance experience
• Currently licensed or willing to obtain an insurance license within 6 months of hire
• Exceptional attention to detail and analytical skills
• Ability to construct accurate Proofs and Evidences of Insurance in a fast-paced, dynamic environment
• Confidence and demeanor to interact effectively with all organizational levels
• Computer skills including Microsoft Office Suite and Outlook
• Desire to learn and grow within the insurance industry
• Self-starter willing to learn the technical aspects of the business
• Integrity and relationship-building orientation

Core Competencies

Demonstrates expertise in providing accurate Proofs of Insurance and maintaining organized account files while fostering effective relationships with clients and colleagues. Possesses strong attention to detail and analytical skills essential for success in a fast-paced insurance environment.

Highest-signal resume keywords

• Proofs Of Insurance
• Insurance License
• Attention To Detail
• Microsoft Office Suite
• Client Relationship Management

ATS Optimization Keywords

Hard Skills

• Proofs Of Insurance
• Insurance Policy Provisions
• Analytical Skills
• Policy Checking
• Evidences Of Insurance

Soft Skills

• Relationship-Building
• Effective Communication
• Self-Starter
• Confidence
• Desire To Learn

Certifications & Qualifications

• Insurance License

Industry Keywords

• Insurance Experience
• Account Management
• Client Requests
• Dynamic Environment
• Organizational Skills

Tools & Technologies

• Microsoft Office Suite
• Outlook