Our client is a close-knit team dedicated to building long-lasting relationships with our customers and colleagues. We foster an environment that encourages collaboration, teamwork, and professional growth.
The Commercial Lines Associate Account Manager is passionate and proactive about the clients they serve. If you are looking for a work environment that values self-starters, creativity, responsiveness and client focus, consider joining us!
We offer:
-Profit Sharing potential
-A commitment to community involvement through volunteering, local giving, and the RHSB Foundation
-Medical, Vision and Dental Insurance Plans
-401K match
-Complementary office amenities
-A Dress for your Day Policy
-A commitment to training and career advancement
-An environment that focuses on employee wellness through our PTO policy, Employee Assistance Program, and flextime
Responsibilities:
-Primarily responsible for assisting the Account Managers and Senior Account Manager by providing accurate and professional customer service to assigned Commercial P&C customers within various industries, such as, real estate, technology, contractors, and etc.
-Hybrid position – 3 days in office
-Orders, maintains, and ensures the accuracy of policy endorsements
-Checks issued policies for accuracy and follows up with the carriers, as needed, for corrections
-Processes Certificate of Insurance Requests for customers
-Inputs and files policy coverage data in the agency management system
-Addresses carrier billing issues
-Downloads policies and endorsement from carrier websites daily
-Distributes mail daily
-Responsible for helping achieve department and organization revenue growth goals, through customer retention and collaboration within the department and organization
Requirements:
-At least 18 years of age
-High school diploma required; Bachelor’s degree (B.A.) from four-year College or equivalent, preferred
-Texas General Lines Property and Casualty License, preferred
-1-3 years insurance experience and/or training; or equivalent combination of education and experience
