Insurance Account Assistant

3 days ago


Sacramento, California, United States Relation Insurance Inc Full time
Job Summary

We are seeking a highly skilled and detail-oriented Insurance Account Assistant to join our team at Relation Insurance Inc. As a key member of our client services team, you will play a critical role in ensuring the smooth operation of our client relationships and the delivery of exceptional customer service.

Key Responsibilities

• Serve as a primary point of contact for assigned clients, providing timely and effective communication and support.
• Develop and maintain professional business relationships with clients, demonstrating a clear understanding of their core business needs and goals.
• Assist in managing client expectations, service commitments, and anticipating their needs to ensure seamless service delivery.
• Respond promptly to client inquiries, resolving issues and concerns in a timely and professional manner.
• Collaborate with internal teams to ensure accurate and efficient processing of client requests and transactions.
• Maintain accurate and up-to-date client records, ensuring compliance with regulatory requirements and company policies.
• Participate in ongoing training and professional development to stay current with industry trends and best practices.

Requirements

• High school diploma or equivalent required; bachelor's degree preferred.
• 5+ years of experience in customer service, preferably in the insurance industry.
• Strong communication and interpersonal skills, with the ability to build and maintain effective relationships with clients and internal stakeholders.
• Proficient in using computers, internet, and Microsoft Office Suite, with experience in online rating systems and insurance software a plus.
• Ability to work effectively in a fast-paced environment, prioritizing multiple tasks and meeting strict deadlines.
• Bilingual a plus, depending on location.

What We Offer

• Competitive pay and benefits package, including family health and wellness programs, 401K, and paid time off.
• Opportunities for career advancement and professional development within a dynamic and growing company.
• A safe and healthy work environment, with a focus on employee well-being and satisfaction.

Equal Employment Opportunity

Relation Insurance Inc. is an equal employment opportunity employer, committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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