Insurance Office of America · 7 hours ago

Account Associate

Florida, United States

Full-time

Remote

Entry Level

2+ years exp

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Insurance

Hiring Manager

Steven Lewis

Insider Connection @Insurance Office of America

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Responsibilities

Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.

Assist with general office tasks and administration.

Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.

Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflow.

Maintain accurate and up-to-date data in agency system.

Ensure timely completion of tasks and activities.

Keep the account team informed of workload status and any issues.

Provide proactive and responsive service.

Ensure productivity and quality standards are met.

Participate in team building and promote a positive work environment.

Seek and adopt best practices.

Stay updated on company policies and procedures.

Enhance technical skills and industry knowledge.

Foster positive relationships with colleagues and leadership.

Demonstrate integrity and leadership.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Insurance Brokerage KnowledgeActive LicensingMultitasking SkillsMS Office ProficiencyContinuous ImprovementCompliance KnowledgeRelationship Building