Account Associate

Summary

Join Integrated Specialty Coverages (ISC), a leading Insurtech company, as a P&C Wholesale Account Associate. In this developing role, you will provide essential administrative and operational support to senior underwriting and broker staff. Your responsibilities include accurate data entry, processing bind orders, managing customer inquiries, and ensuring compliance with documentation requirements. You will collaborate with team members and external partners to deliver seamless service. The position offers a competitive salary and a comprehensive benefits package, including employee ownership, professional development, and various time-off programs.

Requirements

• Bachelor’s degree preferred
• Minimum of 1 year of underwriting or related insurance experience required
• Strong customer service experience
• Proficiency in Microsoft Office Suite and ability to quickly learn industry-specific software
• Ability to work collaboratively with team members and other departments
• Strong desire to learn, explore new ideas, and seek out new knowledge
• Ability to be flexible, embrace change, and quickly pivot in response to shifting priorities

Responsibilities

• Enter and update account, quote, and policy information in the agency management system with a high degree of accuracy
• Ensure data integrity by following established naming conventions, coding standards, and documentation requirements
• Prepare, review, and process bind orders in coordination with the brokers and underwriters
• Complete post-bind tasks, Including policy issuance, endorsements and cancellations
• Confirm all required forms, signatures and documentation are complete
• Manage inbound calls, connecting customers and team members to ensure a seamless and positive experience
• Respond to customer needs, providing guidance and assistance tailored to their insurance needs
• Process mid-term changes, cancellations, reinstatements, and renewal documentation
• Track and follow up on outstanding carrier requests to ensure timely resolution
• Manage assigned task queues to ensure brokers/underwriters receive timely support
• Assist in preparing quote proposals, summaries, and market comparison documents when needed
• Ensure compliance with carrier and regulatory documentation requirements
• Communicate with carrier and retail agent partners
• Respond to requests for missing or corrected information promptly
• Provide administrative support to the business unit as needed

Preferred Qualifications

Must have Property & Casualty Brokers License - CPCU, CIC, CRIS, etc. a plus

Benefits

• Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
• Professional development opportunities
• Owner Referral Program
• Work from home reimbursement for remote/hybrid roles
• Canary emergency financial assistance program
• Comprehensive medical, dental, vision
• Life/AD&D Insurance
• Confidential, Employee Assistance Program
• Health Savings Account, includes company contribution
• Short-term disability
• Voluntary benefits - supplemental accident, critical illness, hospital insurance
• Employee discounts
• 401(k) Plan with company match contribution
• Various Time Off Programs
• 11 company paid holidays