Customer Account Associate

One80

7d•$49,000 - $55,000•Onsite

About The Position

We are seeking a dedicated and detail-oriented Customer Account Associate with experience in commercial lines to join our operations team. In this role, you will leverage your independent judgment and exceptional communication skills to gather information, process changes, address client concerns, and assist with endorsement processing. The ideal candidate is a proactive professional with strong multitasking abilities, analytical skills to resolve system issues efficiently, and a commitment to delivering outstanding service to our customers.

Requirements

1 to 3 years of experience in the insurance industry preferred
Must have experience with MS Office applications including Word, Teams, and Excel
Ability to multitask in a fast-paced work environment and take appropriate actions

Nice To Haves

Associate’s degree in business administration, Finance, Risk Management, or related field. Or extended years of insurance experience can substitute for lack of degree

Responsibilities

Serve as a primary point of contact for the Rental Team, professionally handling inbound calls, emails, addressing inquiries, and resolving issues efficiently to ensure client satisfaction
Provide prompt and accurate responses via phone and email to insured individuals and agents, clarifying policy details, addressing concerns, and offering guidance on coverage and procedures
Maintain organized and up-to-date records, including electronic and physical files, ensuring accuracy and compliance with company policies and industry regulations
Manage endorsement requests efficiently by analyzing and processing policy changes, ensuring accuracy, and maintaining alignment with underwriting guidelines
Accurately handle bind requests as needed, including the preparation and distribution of binders, ID cards, and certificates