Account Associate, Personal Lines

Position Summary

Responsible for assisting high net worth account managers of the Personal Lines Department in providing excellent customer service to clients.

Essential Duties and Responsibilities

• Checking policies for accuracy and rates, invoicing, and assisting account managers.
• Cancellations and reinstatements process per the agency workflow. Obtain necessary information off the carrier website, follow-up on payments, and send appropriate correspondence to the customer.
• Processing and invoicing the final cancellations.
• Exposure to and processing endorsements and non-download renewals per the agency workflow.
• Obtaining information/documentation from the carrier, processing, invoicing, and sending appropriate correspondence to the customer.
• Processing of daily download reports, per the agency workflow.
• Handling client billing questions and documenting all correspondence per the agency workflow.
• Learning the different coverages within the Personal Lines Department, specifically in the high-net-worth segment. Learning the difference between standard carriers and surplus lines.
• Effectively and accurately documenting activities and correspondence within the EPIC system per the agency workflow.
• Exposure to the claims process and how it relates to customers and carriers within the Personal Lines Department. Processing on-line inquiries.
• Learning how to work efficiently and effectively to help keep backlog to a minimum.

Requirements

• Bachelor's degree preferred
• Having or acquiring state licensing once hired (we can get you licensed)
• Passion and dedication for continued learning
• A foundational understanding of Microsoft Office; comfortable with modern technology

Compensation and Benefits

• Competitive compensation package.
• Structured professional development and career growth opportunities.
• Generous paid time off and recognized holidays.
• Comprehensive benefits package, including company 401(k) match.
• Gym membership reimbursement.

Schedule

This role will be hybrid 3 days in the office, 2 days remote weekly after the training period (about 6 weeks) and can be located in our Houston or Dallas office.