Account Management Senior Assistant
Indexed description
Responsibilities:
- Perform a varied array of functions including, but not limited to, issuing certificates of insurance, crafting proposals, facilitating electronic policy delivery for our customers, as well as other related customer account documents.
- Work closely with Account Manager and Marketing Manager.
- Contribute to various team meetings
- Participate in day-to-day communication with clients proactively
- Contribute to a positive workplace environment
- Ensure the highest level of customer service and satisfaction
- Highschool or GED required
- Proficient data entry skills.
- Must be organized and have good time management skills
- Must be proficient in Word, Excel, Adobe, Outlook, and also can quickly learn new programs
- Must be detail oriented with a strong attention to detail
- Excellent verbal and written communication skills required
- Must be able to work in a fast-paced environment and be a self-starter
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
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