The Senior Account Associate is responsible for providing extensive service, customer support, and administrative support to a team of Account Executives. The position prepares, provides, and processes the necessary documentation and information associated with the sale of new insurance policies for home, auto, flood, umbrella, jewelry, and other insurance related products. The Senior Account Associate assumes an expanded role with assisting the Account Executives by having more direct communication with customers/partners, as well as independently completing the quoting process.
Job Responsibilities :
Work closely with Account Executives, customers, realtors, mortgage and finance companies, attorneys, and settlement companies to provide the support needed to ensure the successful sale of insurance products. Troubleshoot issues and bring them to the Underwriter's, Team Leader's, and/or Account Executive's attention.
Provide all documentation needed by the carriers in order to process insurance for WIA customers. This includes working with web-based insurance carriers, and following carrier and agency requirements.
Send binders, paid receipts, invoices, ID cards, and other related documentation to customers, mortgage companies, attorneys, and Account Executives.
Work closely with the Account Executives to obtain Level Two quotes directly from each carrier website, expanding on the basic Level One quote obtained through the PL Rater system. Update quotes for delayed closings to ensure that there are no premium and/or coverage discrepancies.
Send insurance applications to the customers for the Producers, as well as all trailing documents, supplemental forms, and agency required forms to the customers for the Account Executives.
Proactively follow-up on all required documents, as well as collect/send payments, confirm closings, and issue policies. Work on rush submissions in order to facilitate timely closings.
Confirm customer closings, send customer payments to carriers, and issue new business policies.
Obtain flood searches to determine what flood zone a property is located in for the Account Executives' assigned office realtors.
Assist in training new Account Associates. Provide mentoring and guidance to the Account Associates.
Perform other duties as assigned.
Property & Casualty license strongly preferred
Three to five years of related experience in the insurance or banking industry preferred
Familiarity with traditional insurance products, as well as more complicated and/or unique policies
Thorough knowledge and understanding of various carrier websites
Proficiency in Microsoft Office suite of products
Good oral and written communication skills
Ability to multitask in a fast-paced environment
Basic math skills
Strong attention to detail
Weichert, Realtors - 30+ days ago