Insurance Account Specialist – Customer Success

MedPro Group; Wayne (PA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Paid Time Off

Health and Dental Insurance

Vision Insurance (optional)

Life Insurance

401K and Profit Sharing (afterqualfiy)

Job summary

Daniels-Head Insurance Agency seeks an Account Associate to support Account Executives in servicing professional liability insurance clients and prospects. You will deliver prompt customer service, handle inquiries, and manage files to ensure timely renewals and accurate documentation.

The role emphasizes teamwork, attention to detail, and a willingness to learn while developing proficiency with our agency management system and processes.

Qualifications

• High school diploma or GED equivalent.
• Positive attitude and willingness to learn.
• Desire to be mentored and grow in insurance servicing.
• Self-motivated with ability to work autonomously and in a team.
• Deadline- and detail-oriented mindset.
• Proficient with Microsoft Office (Outlook, Word, Excel).
• Strong verbal and written communication skills.
• Must be able to obtain a P&C insurance license; training and license provided.

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 agency management system and tools used to complete tasks.
• Filing.
• Assist other team members as needed.

Skills

Customer service

Teamwork

Microsoft Office

Verbal and written communication

Attention to detail

Autonomous work

P&C license (willing to obtain)

Education

High school diploma or GED

Tools

Agency management system

Job description

Daniels-Head Insurance Agency seeks an Account Associate to support Account Executives in servicing professional liability insurance clients and prospects. You will deliver prompt customer service, handle inquiries, and manage files to ensure timely renewals and accurate documentation.

The role emphasizes teamwork, attention to detail, and a willingness to learn while developing proficiency with our agency management system and processes.