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Client Relations Associate, Personal Insurance

2 months ago

Mitchell, South Dakota, United States FIRST INSURANCE GROUP LLC Full time
Position Overview

Are you seeking?

  • Increased personal time
  • Flexible working hours with remote options
  • Paid leave benefits
  • A vibrant workplace culture
  • Educational assistance
  • Opportunities for advancement

At FIRST INSURANCE GROUP LLC, we recognize that many individuals are naturally inclined to assist others. In the realm of insurance, there is a constant demand for support. We are currently in search of an Associate Account Manager, Personal Insurance who will collaborate with our Sales Executives and Account Managers to deliver outstanding service to our clientele. This role is ideal for those eager to embark on a career in insurance.

What will your responsibilities include?

Your tasks will involve...

  • Supporting team members with general service tasks, such as processing coverage evidence, issuing auto ID cards, ordering policy endorsements, entering applications, assembling policy documentation, and verifying policy forms for accuracy.
  • Providing administrative assistance to staff and clients, which includes answering phone calls, welcoming visitors, managing mail, scheduling appointments, overseeing office supplies, and creating various documents and reports.
  • Maintaining electronic account files and effectively utilizing the agency management system in daily operations.
  • Adhering to agency and departmental protocols as established by management.
  • Ensuring confidentiality in handling sensitive information, including Protected Health Information (PHI).
  • Continuously enhancing technical knowledge through newsletters, seminars, and educational resources.
  • Maintaining consistent attendance and punctuality.
  • Completing additional projects and responsibilities as assigned.

What benefits do we offer?

While we have high expectations for our team members, we also provide substantial rewards.

  • Competitive Compensation: We aim to offer our employees salaries that reflect market standards.
  • Comprehensive Benefits: Our offerings include health, dental, and vision coverage, along with HSA contributions, 401k plans, and employer-paid disability and life insurance.
  • Dress Code: Dress comfortably and authentically, allowing you to feel at ease in your work environment.
  • Work-Life Balance: Enjoy a 37.5-hour work week with telecommuting options and paid time off starting at three weeks per year.
  • Wellness Programs: Access mental health resources through our EAP program and participate in fitness classes, available to all employees.
  • Educational Support: We offer tuition reimbursement to help you pursue further education and personal development.
  • Engaging Workplace: Experience a lively work atmosphere with frequent company events, food celebrations, and friendly competitions.

What qualifications are required?

Applicants should possess...

  • A high school diploma or equivalent.
  • A valid Driver's License.
  • The ability to obtain necessary formal insurance education (e.g., INS, AAI, and/or Resident Property and Casualty Agent's license).
  • Excellent verbal and written communication skills.
  • Strong organizational abilities.
  • Proficiency in Microsoft Office applications (Word, Excel, Outlook) and other agency software.
  • Familiarity with office equipment, including computers, calculators, copiers, and fax machines.
  • Competence in word processing.
  • A commitment to confidentiality.
  • Consistent attendance and punctuality.
  • The ability to follow safety and security protocols and use equipment properly.
  • The capacity to adhere to workplace policies and instructions.
  • The ability to foster effective working relationships with colleagues and external contacts.