What are the responsibilities and job description for the Administrative Account Associate position at 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.
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
- K with 4% match (after qualifying period)
- Profit Sharing (after qualifying period).
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place Working with an IIAT member agency is a great career choice
IIAT members are Trusted Choice independent insurance agencies. Independent insurance agents don't work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.
IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?