The Satanoff Agency ยท 1 day ago
Entry Level Insurance Account Technician
The Satanoff Agency is committed to delivering exceptional insurance solutions and building lasting relationships. They are seeking an Agency Account Technician to support personal and commercial lines teams, ensuring smooth operations and outstanding client service. The role involves handling daily tasks, assisting Account Managers, and maintaining client information.
Responsibilities
Process daily downloads and certificates promptly
Manage printing, scanning, and faxing for the team of account managers
Answer incoming calls, screen diligently, and resolve service tasks
Assist with billing inquiries, claims, audits, and policy changes
Follow up on quotes and late payment notices
Maintain accurate client contact information and agency management system data
Promote EFT or pay-in-full options and educate clients on referral programs
Request Google reviews and enhance client engagement
Qualification
Required
Ability to handle multiple tasks with minimal wasted effort
Do what's right, not just what's easy
Thrive in a fast-paced, changing environment
Clear, concise, and proactive in both phone and email
Collaborates effectively with peers and supervisors
Preferred
Experience in insurance or customer service roles
Familiarity with agency management systems
Strong attention to detail and problem-solving skills
Benefits
Competitive salary and benefits.
Opportunities for growth and professional development.