Overview
Account Associate – Commercial Lines Jobs in Bethlehem, USA at Jobtailor
Responsibilities
- Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality.
- Ensure no liability associated with errors or omissions occurs.
- Resolve basic and routine administrative and customer service issues.
- 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, , certificates, and binders.
- Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
- Maintain accurate and up-to-date data in agency systems.
- 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 for continuous improvement.
- Stay updated on company policies and procedures.
- Enhance technical skills and industry knowledge through professional development.
- Foster positive relationships with colleagues and leadership.
- Demonstrate integrity and leadership by championing IOA values.
Qualifications
- 2+ years of industry experience, or 5+ years of related experience in customer service.
- Thorough knowledge of insurance brokerage and client needs.
- Required active licensing.
- Strong analytical, problem-solving, and decision-making skills.
- Exceptional customer service, communication, multitasking, and organizational skills.
- Proficiency in MS Office (Outlook, Word, Excel).
- High School Diploma (or equivalent).
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Title: Account Associate – Commercial Lines
Company: Jobtailor
Location: Bethlehem, USA
Category:
