Account Associate
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.