Insurance Associate

GTM Insurance Agency

  • Clifton Park, NY
  • $22.00-27.00 per hour
  • Permanent
  • Full-time
  • 2 months ago
  • Apply easily
Join Our Team as an Insurance Associate!Are you passionate about helping others, skilled in customer service, and knowledgeable in insurance? We're looking for an Insurance Associate to become an essential part of our dynamic team! This role is perfect for someone proactive, detail-oriented, and ready to support our clients and account managers in delivering top-notch service.Why You'll Love This RoleAs our Insurance Associate, you'll be the friendly, first point of contact for clients, guiding them through their insurance journey-from policy inquiries to the initial stages of claims. You'll assist with applications, renewals, and policy amendments, ensuring every client interaction is seamless and positive.Key Responsibilities:
  • Act as the initial touchpoint for client inquiries, connecting clients to account managers when needed.
  • Assist in policy applications, renewals, and amendments, ensuring accuracy in all documents.
  • Provide client guidance on claims documentation, coordinating with claims adjusters.
  • Support account managers by preparing quotes, gathering necessary information, and facilitating timely responses.
  • Maintain client records, organize documents, and manage client appointment scheduling.
  • Address client billing questions, process payments, and follow up on outstanding balances.
What We're Looking For:
  • Insurance Know-How: Experience with personal and commercial lines insurance.
  • Customer Focus: Strong communication skills and a commitment to exceptional service.
  • Tech-Savvy: Proficiency in Microsoft Office Suite and experience with EPIC management software.
  • Team Player: Ability to multitask, prioritize, and thrive in a fast-paced environment.
Qualifications:
  • Education & Experience: Associate's degree or equivalent experience; 2+ years in insurance, sales support, or customer service.
  • Added Advantage: AMS 360 experience; State insurance license preferred or willingness to obtain.
Perks of the Role
  • Professional Growth: Opportunities to keep up-to-date on industry information and new products.
  • Creative Environment: Contribute ideas to enhance the client experience.
  • Supportive Culture: Join a team that values your input and encourages your success.
If you're ready to bring your insurance knowledge and client-focused approach to a role where you make a difference every day, we want to hear from you!

GTM Insurance Agency