Insurance Support Specialist

3 days ago


Morris, United States Weichert Companies Full time
Job Title: Account Associate

Weichert Insurance Agency is seeking a highly organized and detail-oriented Account Associate to join our team at our corporate location in Morris Plains, NJ.

Job Summary:

The Account Associate is responsible for providing exceptional customer service and administrative support to our team of Account Executives and Account Managers. This role involves preparing, providing, and processing documentation and information associated with the sale of new insurance policies for various products.

Key Responsibilities:
  • Work closely with Account Executives, Account Managers, customers, realtors, mortgage and finance companies, attorneys, and settlement companies to provide support for the successful sale of insurance products.
  • Prepare and send documentation, including binders, paid receipts, invoices, ID cards, and other related materials to customers, mortgage companies, attorneys, and Account Executives.
  • Obtain basic Level One quotes through the PL Rater system for Account Executives to review for their customers, and update quotes for delayed closings to ensure no premium and/or coverage discrepancies.
  • Send insurance applications to customers for the sales and service team, as well as all trailing documents, supplemental forms, and agency required forms to customers.
  • Follow up on required documents, collect/send payments, confirm closings, and issue policies.
  • Confirm customer closings, send customer payments to carriers, and issue new business policies.
  • Obtain flood searches to determine the flood zone of a property for Account Executives' assigned office realtors.
  • Maintain standards and requirements for Excess and Surplus line carriers by following Agency standards.
  • Verify the accuracy of WIA lead sources in OSII and Gold systems, and check Producer office and relocation assignments for submission.
  • Complete and adhere to the New Business Checklist for quality control, and call carrier underwriters regarding discrepancies.
Requirements:
  • High school diploma or GED
  • Associate's or Bachelor's degree preferred
  • Property & Casualty license preferred
  • One (1) to two (1) years of related experience in the insurance or banking industry preferred
  • Familiarity with traditional insurance products
  • Basic understanding of typical insurance carriers
  • Proficiency in Microsoft Office suite of products
  • Good oral and written communications skills
  • Ability to multitask in a fast-paced environment
  • Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions
  • Strong attention to detail
  • Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)


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