Personal Insurance Account Technician
$45k - $72.74kLawley
About the Job Responsibilities:
- Provide support to Personal Lines teams in obtaining, maintaining, expanding and servicing accounts.
- Check all renewal, endorsements and cancellation documents for accuracy and secure corrections.
- Preparing policies and product for delivery to insured and invoicing.
- Refer gaps in coverage, low limits and other account deficiencies to the Account Manager.
- Invoice all transactions within specified time frames.
- Expand and grow in your role when supporting miscellaneous duties as requested.
- At least one-year insurance experience in account servicing.
- Property/Casualty License.
- Relevant knowledge of insurance products, documents and usages.
- Computers skills are a must, Applied & EPIC experiences is preferred.
- Ability to work well independently and on a team.
- Incredible attention to detail and organizational skills.
- Open to continuing education, college degree preferred.
- Positive attitude, even in a high stress environment.
- A passion to achieve results, and the resourcefulness to do so.
- A passion to make customers and coworkers feel important and valued.
- Capability to work quickly and efficiently.
- Methodical, yet swift decision-making skills.
- Precise communication skills, verbal and written, even under time constraints.
- We are not a call center environment.
- We achieve success by building genuine relationships together, with our teams and clients.
- We are a family owned insurance broker (70+ years!)
- We are deeply committed to the communities we serve and love to get involved.
- We work hard and play hard!
- Competitive salary and referral bonuses!
- Expansive Benefits (Medical, Dental, Vision-and SO many more)
- 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule - available 1st day!
- Company 401K contribution received starting Day 1 (for participants 21+ years old).
- Educational support, career development, and growth opportunities.
- Job Security (we've never had a lay-off, even during the pandemic).
- Flexibility, including hybrid schedules! Business hours 8am-4:30pm.
- Comfortable, family-oriented culture, with an emphasis on work life balance.
- Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities).
- Fulfilling opportunities that align with your career path and our business needs.
Vacancy posted 1 day ago
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