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Join our Team!

Account Associate

  • Entry Level

  • Fully Trainable

  • No previous insurance experience needed.

HOURS: 20-29 hours weekly. with potential for full time in the future.

LOCATION: On Site at our Holland Office



Account Associate is responsible for handling several administrative tasks supporting the Account Managers as well as sharing front desk coverage responsibilities.



  • Perform clerical support duties such as learning and working with various insurance and agency platforms.

  • Build, Support, and maintain online benefits technology (Ease/ Employee Navigator)

  • Open Enrollment Processing & Audits

  • Supporting Account Managers and Agents by performing administrative tasks as needed.

  • Work alongside agency staff to carry out the company’s mission and core values.

  • Assists with other responsibilities and duties as needed.

  • When at the front desk: Answer and direct all incoming calls in a courteous, enthusiastic, and positive manner. Cordially greet clients and visitors, answer questions, and provide information.



To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below are representative of the knowledge, skill, and/or ability required.



  • High school diploma or equivalent education required

  • Prior experience in an office environment desirable.



  • Proficient computer skills

  • Proficient with Microsoft Office Suite (Word, Outlook, Excel, Teams, and PowerPoint)

  • Comfortable with web-based technology solutions and changing technology requirements

  • Detail oriented

  • Comfortable with multi-line phone system

  • Excellent phone etiquette

  • Knowledge of AgencyBloc, Ease, and Employee Navigator a plus

  • Demonstrated ability to collaborate with diverse individuals

  • Strong problem-solving skills

  • Positive attitude

  • Refined verbal and written communication skills

  • Strong customer service skills

  • Professional appearance and demeanor

  • Ability to maintain confidentiality and integrity

  • Self-motivated with ability to work well independently and under direction

  • Be willing to learn and participate in the Entrepreneurial Operating System (EOS)



  • Must possess and maintain a valid Michigan driver's license

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