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Customer Account Associate
One80 IntermediariesCustomer Account Associate in insurance industry managing client communications and endorsement processing. Engaging in multitasking and providing great service to insured individuals and agents.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 1 to 3 years of experience in the insurance industry preferred
- Associate’s degree in business administration, Finance, Risk Management, or related field, or extended years of insurance experience can substitute for lack of degree
- 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
Benefits
Comp & perks- Health insurance
- Professional development opportunities
- Flexible working hours
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Policy AnalysisEndorsement ProcessingBind Request HandlingRecord KeepingInsurance Coverage Guidance
Soft Skills
Problem SolvingCustomer ServiceAttention to Detail