
Business Insurance Sr. Account Associate
- Birmingham Inverness
- Permanent
- Full-time
- Assist with Word Documents and/or Excel spreadsheets as requested
- Correspond with clients and companies
- Basic File Maintenance
- Enter detail for new business applications as needed
- Setup Templets for Certificates of Insurance
- Issue Certificates of Insurance and Evidence of Property forms
- Issue ID Cards
- Learn to check policies with direction from Account Manager
- Process change requests to the carrier and endorsements received from the carrier
- Process incoming requests for additional information from the carriers
- Prepare renewal kits and forward to clients for updated information
- Prepare and assist with renewal Summaries & Proposals
- Assists with loss run requests
- Set up insured’s policy booklet
- Other responsibilities as needed to support the production team
- 1-2 years insurance industry experience in a brokerage or agency environment
- Able to research and analyze problems independently
- Excellent written, communication, and customer service skills
- Proficient with Microsoft Word, Excel, Power Point, and Outlook
- Ability to learn Agency Management and Imaging Systems
- Property & Casualty Agents License or obtain within 90 days
- A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability
- Medical, dental and vision insurance
- 401K and company match program
- Company-paid life and disability
- Generous paid time off programs
- Employee assistance program (EAP)
- Volunteer paid time off (VTO)
- Career mobility
- Employee networking groups
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities