Account Technician, Personal Insurance

Position Overview:

We are looking for a Insurance Account Technician to join our team. This is an entry level position based out of our Middletown office.

Responsibilities Include:

Import the daily download.
Process the download report daily – check each individual transaction from our carriers for accuracy identify discrepancies.
Process manual policies that are not received electronically.
Follow up on outstanding endorsements and policies.
Follow up on expiration lists received to confirm payment has been remitted.
Assign alerts received by carriers to Client Experience Manager
Other duties as assigned.

Qualifications and Skills:

Working in office setting for insurance, real estate, or mortgage industries a plus but not required.
High School diploma required, College degree a plus.
Great interpersonal and communication skills
Driven to succeed.
Computer literate in Microsoft office products such as word, excel, outlook, etc.
Ability to work well in a team environment.
Complete work timely, strong attention to detail, ability to multitask.
Strong attention to detail.
Must obtain a RI or MA Producer’s license within 6-12 months of employment.
Ability to make a good first impression based upon the total of one’s personality, character, and professionalism; also, must demonstrate strong oral and written communication skills required to develop and maintain positive relationships with clients, carriers, and other entities beneficial to the success of the Company.