Insurance Associate

Job Description

Job Description

Join Our Team as an Insurance Associate!

Are you passionate about helping others, skilled in customer service, and knowledgeable in insurance? We're looking for an Insurance Associate to become an essential part of our dynamic team! This role is perfect for someone proactive, detail-oriented, and ready to support our clients and account managers in delivering top-notch service.

Why You'll Love This Role

As our Insurance Associate, you'll be the friendly, first point of contact for clients, guiding them through their insurance journey-from policy inquiries to the initial stages of claims. You'll assist with applications, renewals, and policy amendments, ensuring every client interaction is seamless and positive.

Key Responsibilities :

• Act as the initial touchpoint for client inquiries, connecting clients to account managers when needed.
• Assist in policy applications, renewals, and amendments, ensuring accuracy in all documents.
• Provide client guidance on claims documentation, coordinating with claims adjusters.
• Support account managers by preparing quotes, gathering necessary information, and facilitating timely responses.
• Maintain client records, organize documents, and manage client appointment scheduling.
• Address client billing questions, process payments, and follow up on outstanding balances.

What We're Looking For :

Qualifications :

Perks of the Role

If you're ready to bring your insurance knowledge and client-focused approach to a role where you make a difference every day, we want to hear from you!