Account Associate - Daniels-Head Insurance Agency

Provide prompt, accurate, and friendly customer service Respond to insurance inquiries including policy changes and billing Document and maintain customer files regarding communications, action items, and follow-ups Process customer renewals, proposals, policies, endorsements, certificates, invoices, information requests, and finance agreements Become skilled in the proprietary agency management system, software, and tools that are used to complete tasks Filing Assist other team members as needed