Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality.
Ensure no liability associated with errors or omissions occurs.
Responsibilities include resolving basic and routine administrative and customer service issues.
Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.
Assist with general office tasks and administration.
Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
Maintain accurate and up-to-date data in agency systems.
Ensure timely completion of tasks and activities.
Keep the account team informed of workload status and any issues.
Provide proactive and responsive service.
Ensure productivity and quality standards are met.
Participate in team building and promote a positive work environment.
Seek and adopt best practices.
Stay updated on company policies and procedures.
Enhance technical skills and industry knowledge.
Foster positive relationships with colleagues and leadership.
Demonstrate integrity and leadership.
Requirements
2 + years of industry experience, OR 5+ years of related experience in customer service
Thorough knowledge of insurance brokerage and client needs
Required active licensing
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communications, multitasking, and organizational skills
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)
Benefits
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
billing reconciliationpolicy form reviewonline ratingproposal preparationAOR letter supportcustomer service issue resolutiondata maintenanceadministrative task managementfinance agreement handlingauditing
Soft skills
analytical skillsproblem-solving skillsdecision-making skillscustomer service skillscommunication skillsmultitasking skillsorganizational skillsleadershipintegrityteam building