Account Associate

Daniels-Head Insurance Agency, Inc. • Palm Springs, CA

3d • Onsite

About The Position

Successful insurance agency 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. No previous insurance experience required.

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 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

Benefits

• Paid Time Off
• Health and Dental Insurance
• Vision Insurance (optional)
• Life Insurance
• 401K and Profit Sharing (after qualifying period)

What This Job Offers

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