Assist high-net-worth personal lines account managers with policy checks, invoicing, cancellations/reinstatements, endorsements, billing inquiries, and documentation in the EPIC system; learn HNW coverages, surplus lines, and claims processes while minimizing backlog.
Company Overview
As one of the largest independent insurance agencies in Texas, we are proud to be recognized for our exceptional, values-driven culture and consistently named among the best places to work. Our reputation reflects our commitment to outstanding client service, meaningful philanthropic efforts, employee well-being, strong financial stewardship, and a promising future.
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
As one of the largest independent insurance agencies in Texas, we are proud to be recognized for our exceptional, values-driven culture and consistently named among the best places to work. Our reputation reflects our commitment to outstanding client service, meaningful philanthropic efforts, employee well-being, strong financial stewardship, and a promising future.
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
- Responsible for checking policies for accuracy and rates, invoicing and assisting account managers. Learn how to make sure all correspondence is properly entered into the EPIC system.
- 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.
- Process and invoice the final cancellations.
- Exposure to and process endorsements and non-download renewals per the agency workflow.
- Obtain 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 document 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.
- 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.
- 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.
All applicants must be authorized to work in and currently reside in the United States.
No agencies or third-party inquiries.
Similar Jobs
Insurance
Provides administrative and operational support to personal lines account managers throughout the insurance policy lifecycle. Responsibilities include entering client data, issuing insurance documents, processing policy changes, supporting renewals, following up on claims, communicating with clients and carriers, documenting transactions, and managing E&O compliance. The role requires a Texas General Lines Property and Casualty license or the ability to obtain one, strong communication, attention to detail, and proficiency with agency management systems and Microsoft Office.
Top Skills:
EpicMS Office
Consumer Web • Coupons • Healthtech • Social Impact • Pharmaceutical
Owns product strategy and roadmap for GoodRx’s pharmacy claims adjudication platform. Defines requirements, prioritizes features, analyzes customer and business data, collaborates with engineering, design, research, analytics, and pharmacy partners, and delivers tools that improve workflows and experiences for retail pharmacies and patients. The role also supports experimentation, documentation, go-to-market planning, stakeholder communications, and occasional travel.
Top Skills:
A/B TestingData AnalyticsPartner IntegrationsReal-Time Claims Adjudication Platforms
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Lead strategic enterprise customer success for Atlassian accounts, serving as a trusted advisor to executives and global teams. Develop success plans, conduct QBRs, drive product adoption and expansion, manage complex implementations, identify churn risks, and coordinate with sales, product, support, and marketing. Use customer insights and solution expertise across Jira, Confluence, and other Atlassian products to deliver measurable value realization.
Top Skills:
Business Intelligence (Bi)ConfluenceGainsightJIRASaaSSalesforceTableau
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
