Account Assistant- Commercial Insurance (In-Office)

Insurance Office of America•Winter Garden, FL

2d•$35 - $45•Onsite

About The Position

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. Specific responsibilities include data entry, word processing, reviewing policy forms for accuracy, handling transmittals to clients/insureds, and providing general office support.

Requirements

2+ years’ experience in customer service, industry experience preferred
Exceptional customer service, communication, multitasking, and organizational skills
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)

Responsibilities

Assist with general office tasks and administration.
Assist with endorsements, audits, cancellations, reinstatements, and policy releases.
Prepare check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
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.
Adhere to company policies and procedures.
Enhance technical skills and industry knowledge.
Foster positive relationships with colleagues and leadership.
Perform additional tasks as assigned.
Demonstrate integrity and leadership.