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Administrative Account Associate - Daniels-Head Insurance Agency

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Job Description - Administrative Account Associate - Daniels-Head Insurance Agency



Job Title:  Account Associate


Job Type:  Full-time position


Join our dynamic team at DHIA (Daniels-Head Insurance Agency), a thriving insurance agency renowned for its commitment to excellence and customer satisfaction. Rated the top Insurance Broker in the U.S. on Trustpilot 5 years in a row! DHIA is proud to be part of MedPro Group, a Berkshire Hathaway company.
 
We are seeking an individual who is a team player and understands the importance of exceptional customer service.


As an Account Associate, you will play a crucial role in supporting our Account Executives, serving our valued customers within the professional liability insurance sector. This position is ideal for those who thrive in a team environment and are dedicated to providing outstanding customer service. We value integrity, initiative, a team-player mentality, and a strong customer focus. Importantly, no prior insurance experience is needed, as we are committed to your training and development.


No previous insurance experience required.  Our philosophy is simple: We hire for character and train for skill.


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.
·         A positive, can-do attitude and eagerness to learn.
·         Self-motivated with a strong sense of ownership, yet able to collaborate effectively.
·         Deadline and detail-oriented.
·         Willingness to adapt and learn new systems and processes (software).
·         Excellent verbal and written communication skills.
·         Willingness to obtain a P&C insurance license (training and licensing fees covered by the agency).
 
 Benefits:
·         Generous Paid Time Off
·         Comprehensive Health and Dental Insurance
·         Optional Vision Insurance
·         Life Insurance
·         401K with 4% match (after qualifying period)
·         Profit Sharing (after qualifying period).
·        







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