Account Service Representative
2 weeks ago
- Title: Account Service Representative
- Department: Commercial Lines
- Location: Pittsburgh, PA
- Responsibilities: Manage daily correspondences, maintain accurate client records in CRM, Expand working knowledge and continue education
- Perks: Tuition reimbursement, student loan relief, flexible work arrangements, paid holidays, matching 401(k)
You can expect your typical day as an Account Service Representative to include the following:
- Client facing support: Manage daily departmental correspondences, Process carrier documents utilizing third party sites and filing documents within agency management system, Conduct ongoing review of policy information and agency records for data integrity
- Record management: Maintain accurate and complete records of all activities related to clients in internal CRM, following established workflow and standards
- Continuing education: Expand and maintain working knowledge of Property & Casualty plans, additional services offered in the department, and regulatory compliance by attending meetings, education sessions, research, and formal continuing education programs
- High School diploma or GED required
- Experience working in an office-setting desired, but not required
- Exceptional organizational and administrative skills
- Demonstrated ability to manage multiple tasks and work efficiently under pressure
- Professional communication skills (including listening, speaking and writing)
- Ability to work effectively in a team atmosphere
- Proficient in Microsoft Office
- Willingness and ability to learn
Henderson Brothers is a fourth-generation, family-owned insurance brokerage firm that emphasizes doing what is right for our clients and colleagues. We value kindness, humility, teamwork, and a desire to provide truly exceptional service and solutions to our clients. It is these values that have earned our nomination as a Top Workplace in the Pittsburgh, PA area.
Henderson Brothers supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.
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