Account Associate
Job Overview
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Date PostedJuly 21, 2026
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LocationRemote
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Expiration dateOctober 21, 2026
Job Description
JOB DETAILS
- Minimum of 1 year of underwriting or related insurance experience required
- Must have Property & Casualty Brokers License
- Strong customer service experience
- Proficiency in Microsoft Office Suite and ability to quickly learn industry-specific software
- Ability to work collaboratively with team members and other departments
- Strong desire to learn, explore new ideas, and seek out new knowledge
- Ability to be flexible, embrace change, and quickly pivot in response to shifting priorities
- Enter and update account, quote, and policy information in the agency management system with a high degree of accuracy
- Accurately enter data received on applications into carrier online rating portals
- Ensure data integrity by following established naming conventions, coding standards, and documentation requirements
- Prepare, review, and process bind orders in coordination with the brokers and underwriters
- Complete post-bind tasks, Including policy issuance, endorsements and cancellations
- Confirm all required forms, signatures and documentation are complete
- Manage inbound calls, connecting customers and team members to ensure a seamless and positive experience.
- Process mid-term changes, cancellations, reinstatements, and renewal documentation
- Track and follow up on outstanding carrier requests to ensure timely resolution
- Manage assigned task queues to ensure brokers/underwriters receive timely support
- Assist in preparing quote proposals, summaries, and market comparison documents when needed.
- Ensure compliance with carrier and regulatory documentation requirements
- Communicate with carrier and retail agent partners
- Respond to requests for missing or corrected information promptly
- Provide administrative support to the business unit as needed
- Bachelor’s degree preferred
- CPCU, CIC, CRIS, etc. a plus
- Strong desire to learn, explore new ideas, and seek out new knowledge
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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