Insurance Account Associate — Growth, PTO & Training

JEFF M ROBERTS AGENCY, LLC; Fairborn (OH); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

License reimbursement

Simple IRA

Paid time off

Training & development

Competitive salary

Job summary

JEFF M ROBERTS AGENCY, LLC is seeking an Account Associate in Fairborn, OH. You will help grow the office through meaningful customer relations and serve as a liaison between customer needs and agency departments, promoting relevant insurance products and services.

You will manage accounts, assist with policy changes, process claims, and coordinate with underwriters to ensure timely policy issuance, contributing to customer satisfaction and agency success.

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

Customer service

Organization

Communication

Job description

JEFF M ROBERTS AGENCY, LLC is seeking an Account Associate in Fairborn, OH. You will help grow the office through meaningful customer relations and serve as a liaison between customer needs and agency departments, promoting relevant insurance products and services.

You will manage accounts, assist with policy changes, process claims, and coordinate with underwriters to ensure timely policy issuance, contributing to customer satisfaction and agency success.