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.
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