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-
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.
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Exposure to and process endorsements and non-download renewals per the agency workflow.
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Obtain information/documentation from the carrier, processing, invoicing, and sending appropriate correspondence to the customer.
- Processing of daily download reports, per the agency workflow.
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Handling client billing questions and documenting all correspondence per the agency workflow.
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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.
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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.
Qualifications and Experience-
Bachelor's degree preferred
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Having or acquiring state licensing once hired (we can get you licensed)
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Passion and dedication for continued learning
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A foundational understanding of Microsoft Office; comfortable with modern technology
Compensation and Benefits
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Competitive compensation package.
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Structured professional development and career growth opportunities.
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Generous paid time off and recognized holidays.
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Comprehensive benefits package, including company 401(k) match.
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Gym membership reimbursement.
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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.
Hotchkiss Insurance is an Equal Opportunity Employer and a drug-free workplace.
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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