Account Associate

🕒 2 dias atrás

🐊 Florida, Pennsylvania, +3 estados a mais – Remoto

🐊 Florida – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote ⚔️ Virginia – Remote 🧀 Wisconsin – Remote

💵 $24 - $27 / hora

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🧑‍💼 Executivo de Contas

🚫👨‍🎓 Sem graduação necessária

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Insurance Office of America

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1988

Insurance

A Insurance Office of America é uma das principais agências independentes de seguros, oferecendo uma ampla gama de soluções de seguros empresariais e pessoais. Com forte foco em gestão de riscos, a IOA oferece coberturas especializadas, incluindo, mas não se limitando a, seguro de compensação dos trabalhadores, responsabilidade cibernética e seguro de propriedade comercial, adaptadas a várias indústrias, como saúde, construção e varejo. A agência se orgulha de sua expertise e atendimento ao cliente, tendo como objetivo proporcionar tranquilidade aos clientes por meio de estratégias abrangentes de gestão de riscos e planos de seguro personalizados.

Descrição

• Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality • 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 • Ensure productivity and quality standards are met • Participate in team building and promote a positive work environment • Seek and adopt best practices • Stay updated on company policies and procedures • Enhance technical skills and industry knowledge • Foster positive relationships with colleagues and leadership • Demonstrate integrity and leadership

🎯 Requisitos

• 2 + years of industry experience, OR 5+ years of related experience in customer service • 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)

🏖️ Benefícios

• Competitive salaries and bonus potential • Company-paid health insurance • Paid holidays, vacations, and sick time • 401K with employer match • Professional growth and career progression opportunities • Respectful culture and work/family life balance • Community service commitment • Supportive teammates and a rewarding work environment