ROLE DESCRIPTION: As Account Associate for the Brian McDonald Agency, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES:
Manage customer accounts and update information in the database.
Assist customers with policy changes and inquiries.
Process insurance claims and follow up with customers on claim status.
Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
Strong organizational skills and attention to detail.
Excellent customer service and communication skills.
Previous experience in insurance or a related field preferred but not required.
Numbers & Facts
Location
Bath, NY
Job Type
Full-time
Skills
Business Operationsunmatched
Claims Processingunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Fast Foodunmatched
Insuranceunmatched
Marketingunmatched
Operationsunmatched
Organizational Skillsunmatched
Time Managementunmatched
Underwritingunmatched
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