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Account Associate

2 months ago


Lake Oswego, Oregon, United States David Shin, DDS Full time
Account Associate Job Description

At David Shin, DDS, we are seeking a highly motivated and organized Account Associate to join our team. As an Account Associate, you will play a vital role in our daily business operations and customers' success.

Key Responsibilities:
  • Manage client accounts and update information in the database.
  • Assist clients with policy changes and inquiries.
  • Process insurance claims and follow up with clients on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.
Requirements:
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field preferred.
  • Licensed applicants preferred.
Compensation:

$50,000.00 per year

We are located in Lake Oswego, OR and help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance, and retirement planning.

As an Account Associate, you will have the opportunity to grow your career and better your community. If you are an attentive, sociable, and sales-minded professional, we encourage you to apply.