Insurance Service Representative
1 week ago
Weichert Insurance Agency is seeking a highly skilled 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, administrative support, and routine service to a team of Account Executives and Account Managers.
Key Responsibilities:- Collaborate with Account Executives, Account Managers, customers, realtors, mortgage and finance companies, attorneys, and settlement companies to ensure the successful sale of insurance products.
- Prepare, provide, and process necessary documentation and information associated with the sale of new insurance policies for home, auto, flood, umbrella, jewelry, and other insurance-related products.
- Work closely with web-based insurance carriers to ensure compliance with carrier and agency requirements.
- Send binders, paid receipts, invoices, ID cards, and other related documentation 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.
- 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 all 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 a property is located in 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.
- Complete and adhere to the New Business Checklist for quality control.
- Perform other duties as assigned.
- High school diploma or GED
- Associate's or Bachelor's degree preferred
- Property & Casualty license preferred
- One (1) to two (2) 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.)
Weichert Insurance Agency is an Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled.
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