Account Technician/entry level at Anderson Insurance Associates, Inc. – Charleston, South Carolina

An Account Technician assists and supports licensed staff members with the servicing, production and renewal of customer insurance accounts. In addition to providing customer support via careful, detail-oriented maintenance of accounts, additional responsibilities for this position include, but are not limited to:

• Renewing customer policy information internally
• Creating client mailings for insurance documents and notices
• Retrieving client documentation from various company websites
• Identifying premium increases and remarketing opportunities to reduce costs to clients
• Assisting Account Managers with customer requested changes and processing of endorsement documentation and billing
• Processing mail received for client accounts
• Identifying policy cancellations for Account Manager follow up
• General account cleanup and maintenance for client accounts

Anderson Insurance Associates is an employee-owned organization with over 40 years of service to South Carolina residents. Our benefits for all full-time team members include primary health insurance covered at 100%, Dental, Vision, 401(k) with employer contributions, commission share, profit share, Paid Time Off and sharing in the ownership of our organization.

Requirements

• This entry-level position does not require experience or an insurance license, but a willingness to learn and potentially become licensed to assist in direct client-facing roles is expected
• Requires an ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately and professionally
• Must be incredibly detail focused and have excellent organization skills
• Must be a self-starter with excellent time management and problem-solving skills
• Must embrace a client-focused, team mentality
• Must be proficient in MS Office tools and able to learn insurance management systems
• Previous working knowledge of Applied Epic or similar insurance account management software is preferred