Account Associate - Personal Lines
About The Position
Plays a crucial role in managing client accounts and providing exceptional customer service. Working closely with the account manager, the responsibilities will include processing endorsements, handling client inquiries, managing cancellations, addressing return mail, and responding to underwriter memos. Beyond these tasks, a key focus of the role will be to collaborate with the account manager in nurturing client and agency relationships. Their ability to deliver outstanding customer service and contribute to the growth of these relationships will be essential to their team's success.
Requirements
- 2 years of personal lines experience
- State required active licensing (2-20, 20-44 or equivalent)
- Exceptional customer service and communication skills
- Strong multi-tasking, organizational, and decision-making skills
- High accuracy in handling large work volumes
- Proficiency in MS Office (Outlook, Word, Excel)
- High School diploma (or equivalent)
Responsibilities
- Process Endorsements: Accurately update management systems as required.
- Customer Service: Deliver excellent customer service by promptly addressing customer inquiries.
- Correspondence Management: Manage email and fax correspondence efficiently.
- Policy Changes: Handle cancellations, reinstatements, and address any changes needed.
- Return Mail: Manage return mail and update address/policy details as necessary.
- Communication: Communicate effectively with insurance companies and customers to fulfill underwriting requirements.
- Proofs of Insurance: Prepare proof of insurance promptly and accurately.
- Team Collaboration: Collaborate closely with Account Managers to support servicing of books of business.
- Supervisor Communication: Maintain frequent and transparent communication with supervisor regarding any obstacles and issues affecting ability to meet performance expectations; seek, accept, and implement performance coaching.
- Champion IOA core values and demonstrate integrity and leadership.
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
