Account Associate

This role is responsible for supporting the Commercial Lines department while learning the insurance brokerage business and Provant’s processes.  The essential functions of this role include the following:

• Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts as directed by their superiors.
• Issue certificates of insurance & Auto ID cards to clients or any other approved party accurately and within 24 hours.
• Assist in preparing proposals as directed by the Account Executive or Account Manager.
• Mail or email policies, invoices, endorsements, etc. to the client as directed by the Account Executive, Account Manager and Account Representative. 
• Be familiar with and follow agency E&O guidelines.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Perform other tasks as needed to service our clients/prospects.
• Perform special projects at management’s request.

Work Experience Requirements:

• No experience required.
• Excellent oral and written English communications skills.
• Ability to communicate and work well in a team environment.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office.