Administrative Account Associate - Daniels-Head Insurance Agency

Daniels-Head Insurance Agency, Inc. • West Lake Hills, TX

6d

About The Position

Join our dynamic team at DHIA (Daniels-Head Insurance Agency), a thriving insurance agency renowned for its commitment to excellence and customer satisfaction. Rated the top Insurance Broker in the U.S. on Trustpilot 5 years in a row! DHIA is proud to be part of MedPro Group, a Berkshire Hathaway company. We are seeking an individual who is a team player and understands the importance of exceptional customer service. As an Account Associate, you will play a crucial role in supporting our Account Executives, serving our valued customers within the professional liability insurance sector. This position is ideal for those who thrive in a team environment and are dedicated to providing outstanding customer service. We value integrity, initiative, a team-player mentality, and a strong customer focus. Importantly, no prior insurance experience is needed, as we are committed to your training and development. No previous insurance experience required. Our philosophy is simple: We hire for character and train for skill.

Requirements

• High school diploma or GED equivalent.
• A positive, can-do attitude and eagerness to learn.
• Self-motivated with a strong sense of ownership, yet able to collaborate effectively.
• Deadline and detail-oriented.
• Willingness to adapt and learn new systems and processes (software).
• Excellent verbal and written communication skills.
• Willingness to obtain a P&C insurance license (training and licensing fees covered by the agency).

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

Benefits

• Generous Paid Time Off
• Comprehensive Health and Dental Insurance
• Optional Vision Insurance
• Life Insurance
• 401K with 4% match (after qualifying period)
• Profit Sharing (after qualifying period).

What This Job Offers

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