B2B Solution Sales Consultant at Telefónica Germany assisting in complex B2B customer projects. Focused on solution design, pre - sales activities, and customer engagement.
IA
Hybrid Account Associate – Shared Services
Posted 4 days ago
About the role
- Account Associate managing administrative tasks and customer service for an insurance brokerage. Supporting team efforts and ensuring service quality while adhering to company policies.
Responsibilities
- Assist the account team in completing day-to-day administrative tasks
- Resolving basic and routine administrative and customer service issues
- Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders
- Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters
- Maintain accurate and up-to-date data in agency systems
- Ensure timely completion of tasks and activities
- Keep the account team informed of workload status and any issues
- Provide proactive and responsive service
- Ensure productivity and quality standards are met
- Participate in team building and promote a positive work environment
- Seek and adopt best practices
- Stay updated on company policies and procedures
- Enhance technical skills and industry knowledge
- Foster positive relationships with colleagues and leadership
- Demonstrate integrity and leadership
Requirements
- 3+ years of industry experience
- Thorough knowledge of insurance brokerage and client needs
- Required active licensing
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, communications, multitasking, and organizational skills
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Employee stock plan participation
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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