Entry Level Insurance Account Technician

At The Satanoff Agency, we’re committed to delivering exceptional insurance solutions and building lasting relationships. Our mission is simple: provide extraordinary service so clients become advocates. We value teamwork, integrity, and innovation—and we’re growing! Join us and be part of a positive, driven team that’s shaping the future of insurance.

About the Role

We are looking for a Agency Account Technician(s) to support our personal and commercial lines team and ensure smooth operations. This role is critical in providing outstanding client service, handling day-to-day tasks, and assisting Account Managers in delivering an exceptional experience.

Key Responsibilities

• Process daily downloads and certificates promptly.
• Manage printing, scanning, and faxing for the team of account managers.
• Answer incoming calls, screen diligently, and resolve service tasks.
• Assist with billing inquiries, claims, audits, and policy changes.
• Obtain a Property & Casualty (P&C) license within 3-6 months of employment.
• Follow up on quotes and late payment notices.
• Maintain accurate client contact information and agency management system data.
• Promote EFT or pay-in-full options and educate clients on referral programs.
• Request Google reviews and enhance client engagement.

What We’re Looking For

• Efficiency & Organization:
  Ability to handle multiple tasks with minimal wasted effort.
• Integrity & Professionalism:
  Do what’s right, not just what’s easy.
• Adaptability:
  Thrive in a fast-paced, changing environment.
• Communication
  
  Skills:
  
  Clear, concise, and proactive in both phone and email.
• Team Player:
  Collaborates effectively with peers and supervisors.

Preferred Skills

• Experience in insurance or customer service roles.
• Familiarity with agency management systems.
• Strong attention to detail and problem-solving skills.

Why Join Us?

• Competitive salary and benefits.
• Positive, collaborative work environment.
• Opportunities for growth and professional development.