Commercial Lines Account Associate

Patriot Growth Insurance Services and Partner AgenciesLittle Rock, AR
7dOnsite

About The Position

At The Cashion Company, A Division of Patriot Growth Insurance Services: At The Cashion Company, integrity, excellence, and client satisfaction have been our guiding principles since 1975. As a leading insurance agency, we prioritize personalized service and expert advice to ensure our clients receive exceptional insurance solutions. Our team of dedicated professionals is committed to fostering long-lasting relationships with customers and carriers alike. We offer a dynamic work environment that supports growth and values employee well-being. Join us in delivering unparalleled service and shaping the future of insurance. Position Overview : Commercial Lines Account Associate is responsible for assisting and supporting Producers and Account Managers. The Account Assistant will provide support to Commercial Lines Account Managers by preparing certificates of insurance, Auto ID cards, statements of value, process/request endorsements, process mail, and other various tasks. Internal office support includes answering phones, assisting with account billing and reconciliation, communication with insurance companies underwriting and billing departments, and various other tasks as assigned. Work Arrangement: This is a full-time position reporting to our office located in Little Rock, AR.

Requirements

  • High School Diploma/GED (Required)
  • Excellent interpersonal and communication skills (both oral and written)
  • Proficient with use of Microsoft Office Suite and products
  • A passion for being part of a team that drives our company to industry leadership
  • Ability to establish and maintain effective working relationships with both peers and clients
  • Authorized to work in the U.S. without sponsorship

Nice To Haves

  • College Degree in Business or related field (Preferred)
  • Active AR Property & Casualty insurance license (Preferred)

Responsibilities

  • Foster a positive and mutually supportive working environment in order to provide the best possible client service, Account Manager support, and Producer support
  • Provide and document prompt, timely, accurate and consistent communications to clients and insurance companies through verbal and written communications
  • Assist Account Managers and Producers with various technical support requests
  • Maintain client files and use the agencys management system for processing of all transactions and consistent client file/policy management according to agency standards
  • Process daily communications (mail, email, phone requests) responding promptly and appropriately
  • Assist with preparing applications and proposals as needed
  • Proactive and strategic anticipation of client needs and timely response to client inquiries, Account Manager requests, and Producer requests
  • Focused attention to detail and quality control of vital insurance document creation and communication

Benefits

  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
  • Company paid Short-Term Disability, Long-Term Disability and Group Term Life
  • Company paid Employee Assistance Program
  • Paid Parental Leave
  • Paid holidays
  • Personalized PTO
  • 401(k) with employer match
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