Account Associate

Daniels-Head Insurance Agency

Posted on : 20-08-2025

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1 Vacancy

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Job Location

Palm Springs, CA - USA

Monthly Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 20-08-2025

Job Description

Job Title: Account Associate

Job Type: Full-time position-in office

Successful insurance agency is seeking a motivated individual to join our winning team for the role of Account Associate. We are seeking an individual who is a team player and understands the importance of exceptional customer service.

The Account Associate will support agency Account Executives in servicing professional liability insurance customers and prospects in compliance with departmental goals and processes.

No previous insurance experience required.

Responsibilities:

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

Qualifications:

High school diploma or GED equivalent

Positive attitude

A desire to continually learn and willingness to be mentored

Self-motivated and the ability to work both autonomously and as a team member

Deadline and detail orientated

Demonstrated skill in

o Microsoft Office applications (Outlook Word Excel)

o Effective verbal and written communication skills

Must be able to obtain P&C insurance license; agency will pay for training and license

Benefits:

Paid Time Off

Health and Dental Insurance

Vision Insurance (optional)

Life Insurance

401K and Profit Sharing (after qualifying period)

If youre looking for a career that offers flexibility job stability strong compensation and more then youve come to the right place! Working with an IIAT member agency is a great career choice!

IIAT members are Trusted Choice independent insurance agencies. Independent insurance agents dont work for an insurance company; they partner with multiple insurance companies. As such they offer more options to their customersmore personalized policies more affordable policies and more. Independent agents focus on the satisfaction of their customers and community.

IIAT serves nearly 1500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing is this the right career for you

Required Experience:

Employment Type

Full-Time

Company Industry

Key Skills

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About Company

Daniels-Head Insurance Agency

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Account Associate

Daniels-Head Insurance Agency

Job Description

Employment Type

Company Industry

Key Skills

About Company

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