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Account Representative
$42k-56k (estimate)
Full Time | Insurance 3 Months Ago
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Lee & Mason Financial Services, Inc. is Hiring an Account Representative Near Manassas, VA

Account Representative

  • Job Summary:

The Account Support Representative will interact with the company’s clients while providing support to Account Managers on case management tasks.

Duties/Responsibilities:

  • Assists Account Managers with daily tasks and client requests.
  • Processes and distributes daily reports to clients.
  • Interacts with clients via telephone or email to provide support and complete case management tasks.
  • Performs data entry or research projects as assigned.
  • Performs quality control audits between data entry and insurance documents.
  • Fields client questions and complaints; when the issue is beyond the representative’s knowledge, forwards to the Account Manager.
  • Maintains client accounts and records of client interactions with details of inquiries, complaints, or comments.
  • Performs other related duties as assigned.

Required Skills/Abilities:

  • Excellent verbal and written communication skills.
  • Excellent organization skills and attention to detail.
  • Proficient in Microsoft Office Suite or related software.
  • Strong customer service and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Strong time management and multitasking skills.
  • Ability to follow detailed instructions for recurring tasks
  • Ability to work with minimal supervision in a team-oriented and fast-paced environment
  • Insurance knowledge is preferred but not required.

Education and Experience:

  • High school diploma or equivalent.
  • Customer service experience required.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Job Type: Full-time

Pay: $17.00 - $20.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Health savings account
  • Paid time off
  • Parental leave
  • Retirement plan
  • Vision insurance

Compensation package:

  • Bonus opportunities

Schedule:

  • 8 hour shift
  • Day shift
  • Holidays
  • Monday to Friday
  • No nights

Travel requirement:

  • No travel

Ability to Relocate:

  • Manassas, VA 20110: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$42k-56k (estimate)

POST DATE

02/10/2024

EXPIRATION DATE

05/08/2024

WEBSITE

leeandmason.com

HEADQUARTERS

NORTHVILLE, NY

SIZE

25 - 50

FOUNDED

1954

CEO

COLVIN GREGG RYAN

REVENUE

$10M - $50M

INDUSTRY

Insurance

Related Companies
About Lee & Mason Financial Services, Inc.

As a leading MGA in the collateral protection market, Lee & Mason provides clients blanket, lender-placed, and tracking solutions for residential, commercial, and consumer loan portfolios. Unlike many of our competitors, Lee & Mason operates as a full-service program administrator that is deeply committed to data security and evolving systems and operational technology. We handle the entire process from quoting to claims payment and represent over a half-dozen A.M. Best 'A' rated insurance carriers including our status as Coverholder for Lloyd's. To date we represent nearly 2,000 clients natio...nwide. Understanding that every lender is unique, we take the time to customize insurance solutions specific to their portfolio and needs. We continue to expand the support team nationally with dedicated and empowered employees, all ready to deliver the highest level of risk management services. More
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If you are interested in becoming an Account Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Account Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Account Representative jobs

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