Benefits for Commercial Insurance Account Associate:

• Health Insurance
• Dental Insurance
• Vision Insurance
• 401(k) with matching
• Paid Time Off
• Life & Disability Insurance
• Family Oriented and Empowering Culture
• Great Work/Life Balance

Commercial Insurance Account Associate Job Summary:

The Commercial Lines Account Associate is responsible for assisting the Account Manager with processing renewals, certificates of insurance, and endorsements for the Commercial Insurance Department. Additionally, this position will maintain client information in the agency management system. The Account Associate performs the essential functions of the position noted below, while meeting the quality and service standards developed by the agency.

Qualifications for Commercial Insurance Account Associate:

• Property & Casualty License preferred.
• Minimum of one (1) year of commercial account experience preferred.
• Proficient with Microsoft Office Suite or related software.
• Ability to communicate orally and in writing with others, to explain insurance issues, to receive and interpret complex information, and to respond appropriately.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills, attention to detail, and time management skills with a proven ability to meet deadlines and multi-task.
• Team player with a strong work ethic and positive attitude.

Essential Functions for the Commercial Insurance Account Associate:

• Assists Account Manager with all Commercial account transactions as needed assuring that all items are handled in a timely manner, are accurate, and reflect the established agency procedures. This includes, but is not limited to, processes all data entry within Agency Management System, policy issuance and endorsements, certificates and ID cards, proposals, schedules, and summaries of insurance, audits, facilitating corrections as needed, and minimal client/carrier correspondence.
• Account Associate will be responsible for Front-end processing using established agency procedures including receiving and processing transaction items, completing initial policy review and updating the agency management system, and managing the posting and processing of billing notices (including cancellation/reinstatements) and transactional items.
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Interacts with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.
• Actively seek ways to improve client service and communicate ideas for improved client service to superior positions.
• Comply with departmental reporting requirements.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Blue Ridge Risk Partners is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical condition), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as individual with a disability, or other applicable legally protected characteristics.

Learn more about Blue Ridge Risk Partners: https://youtu.be/kCgsW4dpcTk

Job Types: Full-time, Permanent

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Insurance: 1 year (Preferred)

License/Certification:

• Property & Casualty License (Preferred)

Ability to Relocate:

• Charleston, WV: Relocate before starting work (Required)

Work Location: In person