Account Associate

4 days ago

Palm Springs, CA, United States Independent Insurance Agents of Texas (IIAT) Full time

Job Title: Account Associate

Job Type: Full-time position-in office

Successful insurance agency is seeking a motivated individual to join our winning team for the role of Account Associate. We are seeking an individual who is a team player and understands the importance of exceptional customer service.

The Account Associate will support agency Account Executives in servicing professional liability insurance customers and prospects in compliance with departmental goals and processes.

No previous insurance experience required.

Responsibilities:

• Provide prompt, accurate, and friendly customer service

• Respond to insurance inquiries including policy changes and billing

• Document and maintain customer files regarding communications, action items, and follow-ups

• Process customer renewals, proposals, policies, endorsements, certificates, invoices, information requests, and finance agreements

• Become skilled in the proprietary agency management system, software, and tools that are used to complete tasks

• Filing

• Assist other team members as needed

Qualifications:

• High school diploma or GED equivalent

• Positive attitude

• A desire to continually learn and willingness to be mentored

• Self-motivated and the ability to work both autonomously and as a team member

• Deadline and detail orientated

• Demonstrated skill in

o Microsoft Office applications (Outlook, Word, Excel)

o Effective verbal and written communication skills

• Must be able to obtain P&C insurance license; agency will pay for training and license

Benefits:

• Paid Time Off

• Health and Dental Insurance

• Vision Insurance (optional)

• Life Insurance

• 401K and Profit Sharing (after qualifying period)

If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place Working with an IIAT member agency is a great career choice

IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don't work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers-more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.

IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing - is this the right career for you?

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