Insurance Account Associate — Client Success & Growth

Themartinezagency; New York (NY); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Signing bonus for pre-licensed professionals

License reimbursement

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Job summary

A leading insurance agency in New York is seeking an Account Associate to support daily business operations and enhance customer relations. The role involves managing customer accounts, processing claims, and assisting with policy changes. Ideal candidates will possess strong organizational skills and excellent communication. This full-time position offers a competitive salary between $60,000 and $120,000 per year, along with benefits such as health insurance and opportunities for advancement.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.
• Property/Casualty license (must be able to obtain).

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

Strong organizational skills

Excellent customer service

Communication skills

Job description

A leading insurance agency in New York is seeking an Account Associate to support daily business operations and enhance customer relations. The role involves managing customer accounts, processing claims, and assisting with policy changes. Ideal candidates will possess strong organizational skills and excellent communication. This full-time position offers a competitive salary between $60,000 and $120,000 per year, along with benefits such as health insurance and opportunities for advancement.