Insurance Account Coordinator

1 week ago


Monsey, New York, United States AB Hires and Consulting Full time

A dynamic commercial insurance agency, AB Hires and Consulting, is seeking a detail-oriented and motivated Insurance Account Assistant to join their growing team. The company is committed to providing a positive team environment and opportunities for career growth.

  • Responsibilities:
  • Provide exceptional customer service by receiving and handling calls from clients, processing customer service requests, and servicing accounts for producers as needed.
  • Offer administrative support to insurance producers and account managers on a daily basis, ensuring seamless communication and task management.
  • Collect new account information and enter it into the agency management system, maintaining accurate and up-to-date records.
  • Follow up with clients and insurance companies on proposals and quotes, providing additional information as required to ensure timely resolution.
  • Manage multiple requests throughout the workday, prioritizing tasks and following directions closely with minimal supervision.
  • Perform basic administrative tasks, such as typing, data entry, and other computer skills, to support the team's productivity.
  • Organize tasks and maintain effective communication both in person and over the phone, ensuring a positive experience for clients and colleagues.
  • Requirements:
  • A positive attitude and a willingness to learn and grow with the company.
  • Fluency in English.
  • Strong communication, interpersonal, and organizational skills, with the ability to multitask and prioritize tasks effectively.
  • Excellent attention to detail and ability to work independently, with minimal supervision.
  • Basic proficiency in typing and computer skills, with the ability to learn and adapt to new systems and software.
  • Ability to follow directions and work collaboratively as part of a team.


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