Account Associate

About the Role  

We are seeking a driven, eager to learn Account Associate to join our dynamic Insurance team in Whippany, NJ.

Key Responsibilities Include  

• Prepare, issue, file, update and manage time-sensitive insurance documents critical to the business, including but not limited to: certifications of insurance, endorsement requests, loss summaries, quotes, binding requests, renewal letters, mod analysis, and many more! 

• Learn industry terminology and commercial insurance coverage basics  

• Conduct research; compile information for Account Managers and Account Executives  

• Participate in off-site carrier, client, and prospect meetings as required  

• Keep insurance filing and database system up to date (Applied Epic)  

• Assist in creating proposals, summary of insurance, and presentations  

• Responsible for billing accurately and timely, audit processing   

• Maintain ongoing communication with clients and industry partners to insure a high-level of customer service  

• Provide backup for other team members during their absence  

• Additional responsibilities as required  

Skills & Experience That Lead to Success:  

• Time management and ability to prioritize work  

• Attention to detail  

• Problem solving skills  

• Professional written and verbal communication  

• Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems  

• Undertake various duties and special projects as assigned   

What You Can Expect From Us:  

• Comprehensive Benefits Package   

• Collaborative and innovative environment  

• Culture of continuous learning and professional development  

• Competitive salary package  

• 401k with above-average employer match of up to 5% of your salary  

• Leadership training and support  

• Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)  

• Education and Student Loan Assistance