Account Associate

Description Duties and responsibilities will include providing administrative support to the insurance team to ensure efficient operation of the office. Responsible for confidential and time sensitive material. Ability to effectively communicate via phone and email. General administrative work and helping with policy renewals, quotes, and current client maintenance. This is your dream gig if you: Thrive in collaborative team environments Love building connections with clients and providing superior customer service Essential Duties & Responsibilities Issue certificates of insurance & auto ID cards Process endorsement requests Assist in creating proposals and presentations Prepare and monitor invoices Maintain ongoing communication with clients and their underwriters to insure a high level of customer service Preparing and reviewing insurance applications Order loss runs Request Premium Finance Quotes from the Accounting Team Checking proposal forms Checking and delivering policies Keeping insurance filing and database system up to date (Applied Epic) Sending letters and emails Conducts research; compiles information for Account Managers and Account Executives Maintain insurance CE requirements Participate in off-site carrier and client meeting as required. Participation in local insurance associations encouraged Skills, Knowledge & Abilities Excellent time management skills and ability to multi-task and prioritize work Attention to detail and problem-solving skills Excellent written and verbal communication skills Strong organizational and planning skills Proficient in MS Office Education & Licensing Requirements High school diploma or equivalent; college degree preferred Home State P&C Insurance License a plus, will be expected to earn license within first 6 months of employment The pay range for this role is: 65,000 - 70,000 USD per year (New York)

Created: 2024-10-19