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Account Administrator

Haas & Wilkerson Insurance

Position Summary Are you detail‑oriented, organized, and eager to launch a career in the insurance industry? Haas & Wilkerson Insurance is looking for an Account Administrator to join our Programs team. This is an excellent entry‑level opportunity for an administrative professional who thrives on accuracy, enjoys supporting others, and is excited to learn the ins and outs of insurance. As an Account Administrator, you’ll play a vital role in delivering an outstanding client experience. You’ll provide critical support to our Account Managers and Executives, ensuring that policies are processed accurately, renewals are seamless, and clients receive the highest level of service. From processing endorsements to preparing certificates and assisting with renewals, your work will help build trust and strengthen client relationships. Primary Responsibilities Review and process endorsements, completing first checks on policies Process client and carrier change requests as directed by Account Manager, ensuring accurate applications, invoices, and Auto ID cards Prepare certificates and evidence of insurability upon request Assist Producers and Account Executives by preparing pre‑renewal summaries and proposals Complete database tasks related to account renewal and policy maintenance Order loss runs from insurers to support account management Escalate client issues to Account Manager or Account Executive when appropriate Monitor and manage department‑specific email inbox for incoming commercial account mail (indexing and distribution) Coordinate administrative tasks including mail, client correspondence, and follow‑ups Ensure accuracy, attention to detail, and data integrity in all work produced Deliver professional, timely customer service—responding to communications within 24 hours Digitally document all activities in the agency management system in compliance with company policies Requirements High School diploma or GED required; some college coursework preferred Minimum of 2 years of experience in an administrative or customer service role within a professional office environment Experience in the insurance industry (agency or carrier) is valued Strong customer service mindset with ability to meet time‑sensitive deadlines Exceptional accuracy and attention to detail Excellent verbal, written, and interpersonal communication skills Proficiency with Microsoft Office programs and strong overall computer literacy Benefits Affordable health insurance with three plan options Generous 401(k) match of 6% of your compensation Paid maternity and paternity leave Hybrid work arrangement Excellent PTO program (up to 5 weeks off annually based on tenure) Competitive pay with annual salary increases Ten paid holidays, including your birthday Casual dress attire every day Bonuses for milestone anniversaries, holidays, and referrals Flexible schedules to support your family Opportunities to give back through community campaigns and volunteer events Financial support for professional certifications and continuing education About Us Haas and Wilkerson Insurance is a family‑owned, independent insurance brokerage based in Kansas City, serving organizations across North America for more than 85 years. We are nationally recognized for our expertise in niche markets—including amusements, fairs, festivals, rodeos, waterparks, and trampoline parks—as well as our full‑service commercial and personal insurance offerings. We believe in growth—in our business, our community, and our people. That’s why we focus on building a workplace where our team members are supported, celebrated, and inspired. #J-18808-Ljbffr

Vacancy posted 16 hours ago
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