Account Representative Assistant

Are you an administrative professional with experience in the insurance industry? This may be the opportunity for you! Palmer Group has partnered with this established client to fill their Account Representative Assistant position. If this position interests you and you meet the qualifications listed below, apply today!

Responsibilities:

• Work closely with Account Managers to enhance the client experiences
• Supervise the review of claims, contracts and audits, and follow up regarding endorsements, policy issuance, extensions and cancellations and escalates concerns to direct manager or client team, as appropriate
• Guarantee the success of the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes and ensuring documents are issued correctly and on time in accordance with our professional standards
• Ensure the maintenance of proper records for reporting and processes insurance and claims details into the database
• Solidify and preserve relationships with clients, prospects, client teams and producers to provide excellent service and spearhead expansion and retention 
• Answer difficult client questions and requests directly, and solicit assistance from Account Manager as needed
• Supervise the process of ensuring that all client information is collected, reviewed, updated and communicated to placement team for optimal program solutions and pricing

Requirements:

• 2 years of casualty or property insurance experience 
• Bachelor’s degree
• Willingness to become Property & Casualty (P&C) Licensed within three months of start date
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint, Access)
• Attention to detail with a focus on accuracy
• Ability to work independently
• Must be a self-starter

Work Model:

• 8:00AM – 5:00PM
• Monday – Friday
• On-Site
• Can work remotely, but must live within 1 hour of Urbandale

Interested and qualified candidates can contact Hannah Hoffman at (515) 225-7000, or email her at hhoffman@thepalmergroup.com.

Palmer Group offers our valued temporary and contract employees, Health, Dental and Vision insurance on the 1st of the month after 60 days of employment. These plans are fully compliant with the Affordable Care Act standards. Click here for a complete list of Palmer Group’s benefits, or contact your Palmer Group representative to learn more. 

Ref: JOB-41270