Account Associate, Insurance - Plantation, FL

American Global • Plantation, FL

2d • Onsite

About The Position

We are seeking a driven, energetic Account Associate to join our dynamic Insurance team in Plantation, FL. This role involves managing time-sensitive insurance documents, conducting research, assisting with client communications and proposals, and ensuring accurate billing and audit processing. The ideal candidate will possess strong organizational and communication skills, with proficiency in relevant software systems.

Requirements

• Time management and ability to prioritize work
• Attention to detail
• Problem solving skills
• Professional written and verbal communication
• Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems

Responsibilities

• Prepare, issue, file, update and manage time-sensitive insurance documents critical to the business, including but not limited to: certifications of insurance, endorsement requests, loss summaries, quotes, binding requests, renewal letters, mod analysis, and many more!
• Learn industry terminology and commercial insurance coverage basics
• Conduct research; compile information for Account Managers and Account Executives
• Participate in off-site carrier, client, and prospect meetings as required
• Keep insurance filing and database system up to date (Applied Epic)
• Assist in creating proposals, summary of insurance, and presentations
• Responsible for billing accurately and timely, audit processing
• Maintain ongoing communication with clients and industry partners to insure a high-level of customer service
• Provide backup for other team members during their absence
• Additional responsibilities as required
• Undertake various duties and special projects as assigned

Benefits

• Comprehensive Benefits Package
• Collaborative and innovative environment
• Culture of continuous learning and professional development
• Competitive salary package
• 401k with above-average employer match of up to 5% of your salary
• Leadership training and support
• Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
• Education and Student Loan Assistance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed