Account Associate - Shared Services

About This Role

This role assists the account team with daily administrative and recurring customer service tasks, ensuring performance requirements are met and issues are resolved efficiently. The position focuses on maintaining high standards of production and quality while minimizing liability from errors.

Responsibilities

• 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 to meet productivity and quality standards
• Participate in team building and promote a positive work environment

Requirements

• 3+ years of industry experience
• 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)

Qualifications

• High School Diploma (or equivalent)
• 3+ years of industry experience

Skills

* Required skills

Benefits