Account Associate - Shared Services
RemotePosted 1 month ago Expired
This job has expired
Looking for a job like Account Associate - Shared Services in or near Snohomish, WA? Upload your resume and we'll notify you when similar positions become available.
Upload Your ResumeAbout This Role
This Account Associate role provides critical administrative and customer service support to an account team, ensuring smooth daily operations and high-quality service delivery. The position focuses on managing various policy-related tasks, maintaining data accuracy, and fostering positive relationships within the team and with clients.
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, and finance agreements
- Process summaries, loss runs, MVRs, ID cards, certificates, and binders
- Identify and reconcile billing inaccuracies
- Review policy forms, prepare submissions, perform online rating, and develop proposals
- Prepare 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
- Seek and adopt best practices for continuous improvement
- Stay updated on company policies and procedures
- Enhance technical skills and industry knowledge through professional development
- Foster positive relationships with colleagues and leadership
- Demonstrate integrity and leadership, championing IOA Values
Requirements
- 3+ years of industry experience
- Thorough knowledge of insurance brokerage and client needs
- 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)
Qualifications
- High School Diploma (or equivalent)
- 3+ years of industry experience
Skills
* Required skills