Account Associate - Daniels-Head Insurance Agency

MedPro Group • Wayne, PA

1d

About The Position

Daniels-Head Insurance Agency is seeking a motivated, team-oriented Account Associate who understands the importance of exceptional customer service. The Account Associate supports agency Account Executives in servicing professional liability insurance customers and prospects, in compliance with departmental goals and processes. The role includes responding to insurance inquiries, processing customer-related documentation and transactions, maintaining files, and assisting other team members as needed.

Requirements

• High school diploma or GED equivalent.
• Positive attitude.
• Desire to continually learn and willingness to be mentored.
• Self-motivated, with the ability to work autonomously and as a team member.
• Deadline-oriented and detail-oriented.
• Skill using Microsoft Office applications, including Outlook, Word, and Excel.
• Effective verbal and written communication skills.
• Must be able to obtain a Property and Casualty (P&C) insurance license; the agency will pay for training and the license.

Responsibilities

• Provide prompt, accurate, and friendly customer service.
• Respond to insurance inquiries, including policy changes and billing questions.
• Document and maintain customer files, including communications, action items, and follow-ups.
• Process customer renewals, proposals, policies, endorsements, certificates, invoices, information requests, and finance agreements.
• Become skilled in the proprietary agency management system, software, and tools used to complete tasks.
• Perform filing.
• Assist other team members as needed.

Benefits

• Paid time off
• Health insurance
• Dental insurance
• Optional vision insurance
• Life insurance
• 401(k)
• Profit sharing after a qualifying period
• The agency pays for P&C license training and licensing

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED