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.

We are looking for an 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.

• 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.
• 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.

• 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.

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

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