Account Associate - Shared Services

About This Role

This remote Account Associate role supports the shared services team by managing administrative and customer service tasks, processing insurance policies, and maintaining data accuracy. The role ensures compliance, fosters team collaboration, and supports professional development within the insurance brokerage.

Responsibilities

• Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant
• Assist with general office tasks and administration
• Handle policy processing including endorsements, audits, cancellations, reinstatements, and ID cards
• Identify and reconcile billing inaccuracies and review policy forms
• Prepare submissions, online rating, and proposals
• 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
• Stay updated on company policies and procedures and enhance technical skills and industry knowledge

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)
• High School Diploma (or equivalent)

Qualifications

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

Skills

* Required skills

Benefits