Account representative h1.location_city

Description

Job Description:

Title: Account Associate - Shared Services

This is a fully remote role, and candidates must be available to work from 8 AM to 5 PM PST or MST time.

About the Role: As an Account Associate, you’ll be a crucial member of our account team, assisting with essential administrative tasks, responding to customer service inquiries, and ensuring we meet performance standards in both production and quality. Your role will be pivotal in maintaining accuracy and preventing errors that could lead to liability. You will resolve routine issues while providing exceptional service to our clients.

Key Responsibilities:

• Team Support: Assist with daily functions of Team Support/Receptionist and Account Assistant.

• Office Support: Aid in general office administration and task management.

• Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.

• Task Management: Identify and rectify billing discrepancies; review policy documents; facilitate new and renewal business workflows.

• Data Management: Ensure accuracy and updates in agency systems.

• Activity Monitoring: Track and confirm timely completion of assigned tasks and activities.

• Communication: Keep team informed about workload status and emerging issues.

• Service Excellence: Provide proactive and responsive service to clients.

• Performance Monitoring: Adhere to productivity and quality standards.

• Promote Culture: Engage in team-building activities and foster a positive work environment.

• Continuous Improvement: Seek out and implement best practices for enhancement.

• Compliance: Stay updated on company policies and procedures.

• Professional Development: Enhance your technical skills and industry knowledge.

• Relationship Building: Build positive relationships with colleagues and leadership.

• Champion Company Values: Exhibit integrity and leadership within the team.

Ideal Candidate Qualifications:

• 3+ years of relevant industry experience.

• Strong understanding of insurance brokerage and client needs.

• Possess an active license.

• Strong analytical, problem-solving, and decision-making skills.

• Exceptional customer service, communication, multitasking, and organizational abilities.

• Proficient in MS Office (Outlook, Word, Excel).

• High School Diploma or equivalent.

What We Offer:

• Competitive salaries and bonus potential.

• Company-paid health insurance.

• Paid holidays, vacations, and sick time.

• 401K with employer match.

• Participation in employee stock plans.

• Opportunities for professional growth and career advancement.

• A respectful culture that promotes work/life balance.

• Commitment to community service.

• Supportive teammates and a rewarding work environment.

What to Expect (Application Process):

• 30-Minute Phone Screen, Online Assessments, and Interview(s).

Salary Range:

The expected pay range for this position is $21.50 to $25.00 per hour, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.