HOA Account Assistant

HOA Account Assistant

Colorado Springs, CO

HOA Account Assistant

An HOA Account Associate collaborates with the Account Managers and Account Executive to ensure our clients receive the service they need to manage their insurance program.

Key Functions and Responsibilities:

  • Provide prompt, accurate, and friendly customer service
  • Assist the Account Manager with data entry, certificates of insurance, auto ID cards, billing, audits, change requests, endorsements, and other administrative duties
  • Policy checking per policy checklist with Account Manager direction
  • Follow up on suspense items and activities
  • Participate in training to enhance knowledge and skills and remain current with industry changes
  • May occasionally require overtime at the discretion of management
  • Maintain a strong work ethic with a total commitment to success every day
  • Perform other duties as assigned

Required Experience & Background:

  • Requires 1-3 years’ experience and general insurance knowledge with HOA products and markets preferred
  • Possession and maintenance of a Multi Lines Insurance license for the State of Colorado preferred
  • Excellent interpersonal skills
  • Excellent communication skills – written, verbal and listening
  • Self-motivated, proactive in problem solving, organized, ability to work independently and on a team and maintain attention to detail
  • Ability to effectively interact and relate to customers, vendor companies, employees and work in a team environment
  • Experience in a variety of computer applications, particularly Windows
  • Ability to learn and perform new duties and responsibilities
  • Maintain a strong work ethic with a total commitment to success each and every day

Please email your resume and completed application to