Note: The job is a remote job and is open to candidates in USA. One80 Intermediaries is part of a global insurance distribution platform specializing in wholesale brokerage and specialty insurance. They are seeking a dedicated Customer Account Associate to join their operations team, responsible for managing client communications, processing policy changes, and ensuring customer satisfaction.
Responsibilities
- Serve as a primary point of contact for the Rental Team, professionally handling inbound calls, emails, addressing inquiries, and resolving issues efficiently to ensure client satisfaction
- Provide prompt and accurate responses via phone and email to insured individuals and agents, clarifying policy details, addressing concerns, and offering guidance on coverage and procedures
- Maintain organized and up-to-date records, including electronic and physical files, ensuring accuracy and compliance with company policies and industry regulations
- Manage endorsement requests efficiently by analyzing and processing policy changes, ensuring accuracy, and maintaining alignment with underwriting guidelines
- Accurately handle bind requests as needed, including the preparation and distribution of binders, ID cards, and certificates
Skills
- Must have experience with MS Office applications including Word, Teams, and Excel
- Ability to multitask in a fast-paced work environment and take appropriate actions
- 1 to 3 years of experience in the insurance industry preferred
- Associate's degree in business administration, Finance, Risk Management, or related field. Or extended years of insurance experience can substitute for lack of degree
Company Overview