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Insurance Account Coordinator

Company: AssuredPartners of Houston
Location: Missouri City
Posted on: June 17, 2022

Job Description:

Who said Insurance has to be dated, boring, and an unfulfilling career? Insurance Account Management can be exciting, challenging, and impactful (after all, your life's mission is to help protect people and their loved ones - what a great way to make a world of difference in someone's life!). Business Insurance (a.k.a. Commercial Lines) is a hidden gem, and AssuredPartners is the emerging underdog.But don't just take our word for it - see what our employees have to say below!
The Ideal Candidate

  • You enjoy problem-solving with great, customer-service minded solutions
  • Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path
  • You have great communication skills (verbal & written) and are dependable to get the job done
    Insurance Account Coordinator Role Overview:
    • Salary: Competitive salary based on experience
    • Office Location: In-office at 840 Gessner Rd Ste 700, Houston, TX 77024
    • Work Hours: In-office Monday through Friday regular business hours
    • Our Awesome Benefits:
      • 401K + employer match
      • Medical, Dental, and Vision Insurance with HSA and FSA options
      • Employer-paid life insurance and long-term disability
      • 10 Paid holidays, 2 Floating Holidays and 15 days starting paid time-off
      • Paid tests, training and study material needed to acquire your P&C license
        Insurance Account Coordinator Role Include:The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance clients, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
        • Enters accurate client information into agency management system
        • Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices
        • Creates correspondence to carriers and clients. Sets up Notice of Cancellations and Reinstatements. Processes final cancellations. Process final audits and sends to insured.
        • Updates lost business spreadsheet
        • Issues certificates of insurance and evidences of property
        • Prepares policy binder, renewals, and other documents for delivery to insured
        • Orders loss runs from insurance carriers. Reviews loss data and premium data to calculate loss ratios
        • Collaborates with Account Executive. Account Manager, and/or Marketing Executive in the preparation of documents for presentation to clients and prospective clients, including pre-renewal analysis, quote comparisons, and proposals using Microsoft Office Suite and Adobe software products
        • Assists Account Executive, Account Manager, and/or Marketing Executive as needed to follow up on pending items with insurance carriers
        • Rates lines of coverage and obtains quotes as needed, using various insurance carrier rating platforms
        • Updates driver, equipment, and vehicle schedule and makes MVR requests if required
        • Other duties as assigned.
          Insurance Account Coordinator Role Requirements:
          • Open to new grads with no experience or junior-level talent with goals to grow a rewarding career!
          • 1+ years of Commercial Lines agency experience preferred (No related experience necessary)
          • College degree preferred
          • Active Texas State Property & Casualty license or ability to obtain license upon starting
          • Tech-savvy; Familiar with Microsoft Office (Word, basic Excel, etc.) and ability to pick up software quickly. Must have proficiency with Excel including basic formulas, cleaning up data sets, etc.
          • Strong organizational and communication skills
            About AssuredPartners:AssuredPartners of Houston, under the AssuredPartners network, is a full-service Employee Benefits and Property/Casualty Insurance Agency located in greater Houston, TX. AssuredPartners is one of the fastest-growing insurance brokers in the U.S., exceeding more than $1.5 billion in revenue since our founding in 2011. We're proud to be the 7th largest broker of U.S. business as ranked by Business Insurance.Joining AssuredPartners offers you the opportunity to excel at one of the fastest-growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.
            • Inc. Magazine's Best-Led Companies of 2021
            • Named a 2021 "5-Star Brokerage" by Insurance Business Magazine
            • Ranked #5 in the Insurance Journal's Top 100 Property/Casualty Agencies#a

Keywords: AssuredPartners of Houston, Missouri City , Insurance Account Coordinator, Other , Missouri City, Texas

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