Entry Level Insurance Account Technician jobs in United States
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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.

Auto InsuranceInsuranceLife InsuranceProperty Insurance
Hiring Manager
Lee Satanoff
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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

Insurance experienceAgency management systemsCustomer serviceProfessionalismEfficiencyOrganizationAttention to detailProblem-solvingCommunication skillsTeam playerAdaptabilityIntegrity

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.

Company

The Satanoff Agency

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The Satanoff Agency provides insurance services.

Funding

Current Stage
Early Stage

Leadership Team

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Rebecca Ricciardi
Chief Operating Officer
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Company data provided by crunchbase