Account Representative

Account Representative Job Summary:

The Account Representative will support Account Managers in delivering high-quality customer service to clients and ensuring accurate and timely handling of account-related activities.

Duties/Responsibilities:

• Assists Account Managers with daily operational tasks and client requests.
• Prepares, processes, and distributes daily reports to clients.
• Interacts with clients via telephone or email to provide support and complete case management tasks.
• Communicates with clients via telephone and email to provide support and complete case management activities.
• Performs data entry and research assignments as needed.
• Conducts quality assurance reviews by comparing data entry to supporting insurance documentation to ensure accuracy.
• Responds to client inquiries and concerns; escalates issues beyond scope to the Account Manager as appropriate.
• Maintains accurate client account records, including documentation of inquiries, complaints, and interactions.
• Performs other related duties and supports additional departments as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Strong organizational skills with exceptional attention to detail.
• Proficient in Microsoft Office Suite or related software.
• Strong customer service and interpersonal skills.
• Strong analytical and problem-solving skills.
• Strong time management with the ability to manage multiple priorities.
• Ability to follow detailed instructions and perform recurring tasks with accuracy and consistency.
• Ability to work with minimal supervision in a fast-paced, team-oriented environment

Education and Experience:

• High school diploma or equivalent required.
• Customer service experience required.
• 5+ years of loan servicing experience preferred.
• Property & Casualty insurance experience is a plus.
• Working knowledge of the National Flood Insurance Program (NFIP) is a plus.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds occasionally.

Please note:

The posted salary range represents the minimum and maximum pay for this position. Actual compensation will be determined based on a variety of factors, including but not limited to relevant skills, qualifications, and experience .

Job Type:

Full-time Pay:

$19.00 - $27.00 per hour

Benefits:

401(k) Dental insurance Health insurance Health savings account Paid time off Vision insurance

Compensation Package:

Bonus opportunities

Education:

High school or equivalent (Required)

Experience:

Loan servicing: 5 years (Preferred) Customer service: 1 year (Required) Ability to

Commute:

Manassas, VA 20110 (Required)

Work Location:

In person Account Representative 4.1 4.1 out of 5 stars 9434 Innovation Dr, Manassas, VA 20110 $19 - $27 an hour - Full-time Lee & Mason Financial Services, Inc. 49 reviews $19 - $27 an hour -

Full-time Account Representative Job Summary:

The Account Representative will support Account Managers in delivering high-quality customer service to clients and ensuring accurate and timely handling of account-related activities.

Duties/Responsibilities:

• Assists Account Managers with daily operational tasks and client requests.
• Prepares, processes, and distributes daily reports to clients.
• Interacts with clients via telephone or email to provide support and complete case management tasks.
• Communicates with clients via telephone and email to provide support and complete case management activities.
• Performs data entry and research assignments as needed.
• Conducts quality assurance reviews by comparing data entry to supporting insurance documentation to ensure accuracy.
• Responds to client inquiries and concerns; escalates issues beyond scope to the Account Manager as appropriate.
• Maintains accurate client account records, including documentation of inquiries, complaints, and interactions.
• Performs other related duties and supports additional departments as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Strong organizational skills with exceptional attention to detail.
• Proficient in Microsoft Office Suite or related software.
• Strong customer service and interpersonal skills.
• Strong analytical and problem-solving skills.
• Strong time management with the ability to manage multiple priorities.
• Ability to follow detailed instructions and perform recurring tasks with accuracy and consistency.
• Ability to work with minimal supervision in a fast-paced, team-oriented environment

Education and Experience:

• High school diploma or equivalent required.
• Customer service experience required.
• 5+ years of loan servicing experience preferred.
• Property & Casualty insurance experience is a plus.
• Working knowledge of the National Flood Insurance Program (NFIP) is a plus.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds occasionally.

Please note:

The posted salary range represents the minimum and maximum pay for this position. Actual compensation will be determined based on a variety of factors, including but not limited to relevant skills, qualifications, and experience .

Job Type:

Full-time Pay:

$19.00 - $27.00 per hour

Benefits:

401(k) Dental insurance Health insurance Health savings account Paid time off Vision insurance

Compensation Package:

Bonus opportunities

Education:

High school or equivalent (Required)

Experience:

Loan servicing: 5 years (Preferred) Customer service: 1 year (Required) Ability to

Commute:

Manassas, VA 20110 (Required)

Work Location:

In person