Customer Account Associate

One80 Intermediaries

Customer Account Associate in insurance industry managing client communications and endorsement processing. Engaging in multitasking and providing great service to insured individuals and agents.

Posted 7/6/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $49,000 - $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client communication and issue resolution within the insurance industry, ensuring compliance with policies and regulations while maintaining organized records. Proficient in managing endorsement requests and bind requests with accuracy and efficiency.

Highest-signal resume keywords

Client CommunicationInsurance Industry ExperienceRecord ManagementMS Office ProficiencyMultitasking Ability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy AnalysisEndorsement ProcessingBind Request HandlingRecord KeepingInsurance Coverage Guidance

Soft Skills

Problem SolvingCustomer ServiceAttention to Detail

Tools & Technologies

MS WordMS TeamsMS Excel

Industry Keywords

InsuranceUnderwriting GuidelinesComplianceRisk ManagementClient Satisfaction

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