Account Associate (Customer Service Representative) - Full-time / Part-time

Are you somewhere between a numbers person and language person ? Consider a career at Tave Risk Management to work both sides of your brain! We seek an Account Associate (CSR) to join our growing team. This is an excellent opportunity to learn and grow in the insurance industry while working on large, prestigious accounts. Attention-to-detail, excellent organizational skills, and timeliness are must-haves. Tave offers a generous compensation package, including a competitive salary, transportation benefits, medical and dental insurance, a 401(k) plan with a company contribution and profit-sharing plan, as well as an unbeatable location at 500 West Madison Street in the West Loop of Chicago. Responsibilities * Assist Client Executive with account servicing * Issue certificates of insurance * Prepare binders, Auto ID cards, invoices, and schedules of insurance * Maintain and update client data, policy information, and policy files * Process endorsement requests * Prepare applications, historical exposure information, and team charts, graphs and information required for client presentations * Assist with policy reviews and premium comparisons * Reconcile policy and installment invoices * Input and issue endorsements, policies, and coverage quotations using online carrier systems * Enter and track endorsement and policy issuance activities in agency management software (Applied TAM) * Summarize loss experience * Provide support for new business development, including presentations, group mailings, prospect research. * Assist IT for the Agency Management System as needed * Assist the Principal on special projects as needed Requirements * Bachelor's degree required * 1-3 years of experience working in an office environment * Experience using an agency management software a plus * Microsoft Office (Advanced Excel. Proficient Word, PowerPoint, and Outlook.) * Excellent written and verbal communication skills
Associated topics: answer, call center, call center associate, call center representative, customer care representative, customer service, internship, phone, service, tsr