Senior Account Associate
RemotePosted 1 month ago Expired
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Upload Your ResumeAbout This Role
This role provides essential administrative and customer service support to the account team, Producer, and/or assigned group of commercial insurance accounts, ensuring quality standards and managing moderately complex client needs. The Senior Account Associate tracks policy expirations, processes various policy-related tasks, and supports new and renewal business efforts.
Responsibilities
- Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
- Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
- Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.
- Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
- Assist in reviewing contracts to ensure proper coverages are included.
- Monitor accounts receivable reports and take action on delinquent accounts, collecting outstanding balances.
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Monitor and maintain activity/suspense to ensure timely completion.
- Maintain frequent, transparent communication with the account team regarding workload status and any issues.
- Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
Requirements
- 3+ years of customer service experience in the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Required active licensing
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, communication, multitasking, and organizational skills
- Proficiency in MS Office (Outlook, Word, Excel)
Qualifications
- High School Diploma (or equivalent)
- 3+ years of customer service experience in the insurance industry
Nice to Have
- Professional designation (CISR)
Skills
* Required skills