Insurance Account Assistant

Job Description

A commercial insurance agency known for its a positive team environment, committed to both employees and producers, and are focused on being the best place for you to grow your career. The company is seeking a motivated and detail-oriented Insurance Account Assistant to join their growing team in Monsey, NY.

Responsibilities:

• Receive and handle calls from clients, process customer service requests, and service accounts for the Producer as needed.
• Provide administrative support to Insurance Producers and Account Managers on a daily basis.
• Collect new account information and enter it into our Agency Management System.
• Follow up with clients and insurance companies on proposals and quotes, providing additional information as required.
• Manage numerous requests throughout the workday and follow directions closely with minimal supervision.
• Perform basic administrative tasks such as typing, data entry, and other computer skills.
• Organize tasks and maintain effective communication both in person and over the phone

Requirements:

• Positive attitude and a willingness to learn.
• Fluency in English.
• Strong communication, interpersonal, and organizational skills.
• Excellent attention to detail and ability to multitask.
• Basic proficiency in typing and computer skills.
• Ability to follow directions and work independently.