Account Service Representative

Account Service Representative

23 Feb 2024
Pennsylvania, Pittsburgh, 15201 Pittsburgh USA

Account Service Representative

POSITION SNAPSHOT

Title: Account Service Representative

Department: Commercial Lines

Location: Pittsburgh, PA

Responsibilities: Manage daily correspondences, maintain accurate client records in CRM, Expand working knowledge and continue education

Perks: Tuition reimbursement, student loan relief, flexible work arrangements, paid holidays, matching 401(k)

POSITION DETAILS

You can expect your typical day as an Account Service Representative to include the following:

Client facing support: Manage daily departmental correspondences, Process carrier documents utilizing third party sites and filing documents within agency management system, Conduct ongoing review of policy information and agency records for data integrity

Record management: Maintain accurate and complete records of all activities related to clients in internal CRM, following established workflow and standards

Continuing education: Expand and maintain working knowledge of Property & Casualty plans, additional services offered in the department, and regulatory compliance by attending meetings, education sessions, research, and formal continuing education programs

We are interested in speaking with optimistic and self-motivated individuals who are searching for a dynamic career path and growth opportunities in a professional setting.

High School diploma or GED required

Experience working in an office-setting desired, but not required

Exceptional organizational and administrative skills

Demonstrated ability to manage multiple tasks and work efficiently under pressure

Professional communication skills (including listening, speaking and writing)

Ability to work effectively in a team atmosphere

Proficient in Microsoft Office

Willingness and ability to learn

ABOUT US

Henderson Brothers is a fourth-generation, family-owned insurance brokerage firm that emphasizes doing what is right for our clients and colleagues. We value kindness, humility, teamwork, and a desire to provide truly exceptional service and solutions to our clients. It is these values that have earned our nomination as a Top Workplace in the Pittsburgh, PA area.

Henderson Brothers supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.

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