Account Associate - Daniels-Head Insurance Agency

MedPro Group•Austin, TX

5d•Onsite

About The Position

Daniels-Head Insurance Agency (https://www.dhia.com) is seeking a motivated individual to join our winning team for the role of Account Associate. We are seeking an individual who is a team player and understands the importance of exceptional customer service. The Account Associate will support agency Account Executives in servicing professional liability insurance customers and prospects in compliance with departmental goals and processes.

Requirements

High school diploma or GED equivalent
Positive attitude
A desire to continually learn and willingness to be mentored
Self-motivated and the ability to work both autonomously and as a team member
Deadline and detail orientated
Demonstrated skill in: Using Microsoft Office applications (Outlook, Word, Excel)
Effective verbal and written communication skills
Must be able to obtain P&C insurance license; agency will pay for training and license

Responsibilities

Provide prompt, accurate, and friendly customer service
Respond to insurance inquiries including policy changes and billing
Document and maintain customer files regarding 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 that are used to complete tasks
Filing
Assist other team members as needed