Account Technician/entry level jobs in United States
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Anderson Insurance Associates ยท 10 hours ago

Account Technician/entry level

Anderson Insurance Associates is an employee-owned organization with over 40 years of service to South Carolina residents. They are seeking an Account Technician to assist licensed staff members with servicing, production, and renewal of customer insurance accounts, providing customer support, and maintaining account details.

Auto InsuranceCommercial InsuranceHealth InsuranceInsuranceLife InsuranceProperty InsuranceRisk Management

Responsibilities

Renewing customer policy information internally
Creating client mailings for insurance documents and notices
Retrieving client documentation from various company websites
Identifying premium increases and remarketing opportunities to reduce costs to clients
Assisting Account Managers with customer requested changes and processing of endorsement documentation and billing
Processing mail received for client accounts
Identifying policy cancellations for Account Manager follow up
General account cleanup and maintenance for client accounts

Qualification

MS Office proficiencyApplied Epic knowledgeInsurance management systemsClient-focusedDetail-orientedTime managementProblem-solvingTeam mentalityOral communicationWritten communication

Required

This entry-level position does not require experience or an insurance license, but a willingness to learn and potentially become licensed to assist in direct client-facing roles is expected
Requires an ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately and professionally
Must be incredibly detail focused and have excellent organization skills
Must be a self-starter with excellent time management and problem-solving skills
Must embrace a client-focused, team mentality
Must be proficient in MS Office tools and able to learn insurance management systems

Preferred

Previous working knowledge of Applied Epic or similar insurance account management software is preferred

Benefits

Primary health insurance covered at 100%
Dental
Vision
401(k) with employer contributions
Commission share
Profit share
Paid Time Off
Sharing in the ownership of our organization

Company

Anderson Insurance Associates

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Anderson Insurance Associates is an insurance agency.

Funding

Current Stage
Growth Stage

Leadership Team

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Julius (Jules) Anderson
Chief Executive Officer
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Adam Renken, SHRM-CP, CISR
Chief People Officer
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Company data provided by crunchbase