Insurance Onboarding & Client Success Associate

Tech Sales Jobs; Scottsdale (AZ); Hybrid; USD 44,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

401K match

Employee stock purchase plan

Paid time off

Health, dental & vision benefits

Tuition reimbursement & certifications

Career development opportunities

Dynamic work environment

Community giving

Job summary

Crum & Forster in Phoenix, AZ is seeking an Account Associate to serve as the primary contact during implementation of new and renewal cases. You will work with Account Management and Sales to ensure timely data, policy documents, and compliant processes.

The role emphasizes data entry and data management, collaboration with teams, and knowledge of the department’s products and services, with hybrid work in the Greater Phoenix area.

Qualifications

• 2-3 years data entry and data management experience preferred (ESL experience a plus)
• College degree preferred
• Strong working knowledge of Microsoft Office suite

Responsibilities

• Assist with the implementation of new and renewal sold cases; work with Account Management to ensure all items needed to implement a case are received in a timely manner
• Work with Account Managers to ensure all policy documents are compliant and provide policy level
• Coordinate heavily with Account Managers and Sales team to ensure proper set up and contact management
• Aid in completion of producer RFIs and work with other departments to help complete the RFI
• Obtain an in-depth knowledge of department products and services, as well as clearly articulate the department’s value proposition
• Communicate with external producers to coordinate receipt of any missing RFP elements
• Create shell in underwriting system and populate RFP data accordingly
• Participate in training and initiatives, and projects when required
• Other duties as assigned

Skills

Data entry

Data management

MS Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Crum & Forster in Phoenix, AZ is seeking an Account Associate to serve as the primary contact during implementation of new and renewal cases. You will work with Account Management and Sales to ensure timely data, policy documents, and compliant processes.

The role emphasizes data entry and data management, collaboration with teams, and knowledge of the department’s products and services, with hybrid work in the Greater Phoenix area.