Account Associate - Daniels-Head Insurance Agency

Daniels-Head Insurance Agency ( https://www.dhia.com ) 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.

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:

Using Microsoft Office applications (Outlook, Word, Excel)

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)