Account Assistant

• Assist the account team with day-to-day administrative tasks and recurring customer service tasks
• Complete data entry and word processing
• Review policy forms for accuracy
• Handle transmittals to clients and insureds
• Provide general office support and administration
• Assist with endorsements, audits, cancellations, reinstatements, and policy releases
• Prepare check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders
• Maintain accurate and up-to-date data in agency systems
• Monitor timely completion of tasks and activities
• Keep the account team informed of workload status and 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
• Adhere to company policies and procedures
• Enhance technical skills and industry knowledge
• Foster positive relationships with colleagues and leadership
• Perform additional assigned tasks
• Demonstrate integrity and leadership in support of IOA values

Account Assistant jobs in United States

Account Assistant – Shared Services