Insurance Accounts & Customer Success Associate

Tylerwurtz

Menasha (WI)

On-site

USD 40,000 - 50,000

Full time

14 days+
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Benefits offered by this job

Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development

Job summary

Tylerwurtz is seeking an Account Associate to join their team in Menasha, WI. This full-time role is crucial to business operations and customer success, focusing on building relationships and marketing insurance products.

Your responsibilities will include managing customer accounts, assisting with policy changes, and processing claims. Qualifications include strong organizational skills and previous experience in insurance preferred.

Benefits include a competitive salary of $40,000.00 – $50,000.00 per year, performance bonuses, a flexible schedule, 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.

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

Tylerwurtz is seeking an Account Associate to join their team in Menasha, WI. This full-time role is crucial to business operations and customer success, focusing on building relationships and marketing insurance products.

Your responsibilities will include managing customer accounts, assisting with policy changes, and processing claims. Qualifications include strong organizational skills and previous experience in insurance preferred.

Benefits include a competitive salary of $40,000.00 – $50,000.00 per year, performance bonuses, a flexible schedule, and opportunities for advancement.

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