Account Associate

Experience Required

1 years

Minimum Education Required

High School Diploma or Equivalent

Compensation

$15.92 / Hourly

Hours Per Week

40

Number Of Positions

1

Shift

First Shift (Day)

Job Description

Description

Weichert Insurance Agency is hiring an Account Associate. This is a Remote position. The Account Associate is responsible for providing routine service, customer support, and administrative support to a team of Account Executives and Account Managers. The position prepares, provides, and processes the necessary documentation and information associated with the sale of new insurance policies for home, auto, flood, umbrella, jewelry, and other insurance related products.

Essential Duties and Responsibilities

Works closely with Account Executives, Account Managers, customers, realtors, mortgage and finance companies, attorneys, and settlement companies to provide the support needed to ensure the successful sale of insurance products.

Provides all documentation needed by the carriers in order to process insurance for WIA customers. This includes working with web-based insurance carriers, and following carrier and agency requirements.

Sends binders, paid receipts, invoices, ID cards, and other related documentation to customers, mortgage companies, attorneys, and Account Executives.

Obtains basic Level One quotes through the PL Rater system for the Account Executives to review for their customers. Updates quotes for delayed closings to ensure that there are no premium and/or coverage discrepancies.

Sends insurance applications to the customers for the sales and service team, as well as all trailing documents, supplemental forms, and agency required forms to the customers.

Follows-up on all required documents, as well as collecting/sending payments, confirming closings, and issuing policies.

Confirms customer closings, sends customer payments to carriers, and issues new business policies.

Obtains flood searches to determine what flood zone a property is located in for the Account Executives' assigned office realtors.

Responsible for maintaining the standards and requirements for our Excess and Surplus line carriers by following the Agency standards.

Verifies the accuracy of WIA lead sources in OSII and Gold systems. Checks the Producer office and relocation assignments for submission.

Completes and adheres to the New Business Checklist for quality control. Calls the carrier underwriters regarding discrepancies.

Performs other duties as assigned.

Minimum Qualifications

Education, Certification, and License Requirements

High school diploma or GED

Associate's or Bachelor's degree preferred

Property & Casualty license preferred

Experience

One (1) to two (2) years of related experience in the insurance or banking industry preferred

Knowledge, Skills, and Abilities

Familiarity with traditional insurance products

Basic understanding of typical insurance carriers

Proficiency in Microsoft Office suite of products

Good oral and written communications skills

Ability to multitask in a fast-paced environment

Basic math skills including addition, subtraction, multiplication, division, percentages, and fractions

Strong attention to detail

Knowledge and ability to use typical office equipment (PC, calculator, fax machine, etc.)

The estimated annual rate for this position is $45,000 to $52,000. The rate of pay is dependent upon several factors including the candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications.

Weichert offers a comprehensive suite of benefit programs to all eligible employees, including medical, dental, and vision insurance, life and disability coverage, 401(k) retirement savings, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more.

Weichert is an equal opportunity employer and is committed to providing equal employment opportunities to all individuals. We do not discriminate on the basis of disability, veteran status, or any other characteristic protected by applicable federal, state or local law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Place of Work

On-site

Requisition ID

ACCOU001116

Job Type

Full Time