Top 9 Accounts assistant Jobs in Plano, Tx

Insurance Assistant Account Manager
First United Bank Insurance Solutions —Plano, TX
- Email
- Word processing
- Mid-level
- Office
Quick Apply
Assistant Account Manager
HUB International —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
4d
Assistant Account Manager
Prosegur —Lewisville, TX
- $26 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
Quick Apply
Assistant Account Manager
Lockton, Inc. —Dallas, TX
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Wellness program
- Paid parental leave
1h
Office Manager/Key Account Sales Rep
Turf Hub —Carrollton, TX
- $60,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Paid holidays
- 401(k)
Quick Apply
6h
Assistant Commercial Account Manager
Tower Street Insurance —Dallas, TX
- Office
- Organizational skills
- Experience equivalent to degree accepted
- Health insurance
- Paid time off
Quick Apply
Account Operations Principal (Series 24 preferred), Assistant Vice President – Wealth Custody & Clearing
State Street —Dallas, TX
- $70,000 - $130,000 a year
- Full-time
- 3 years
- Senior level
- Communication skills
- Disability insurance
- Health insurance

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Insurance Assistant Account Manager

First United Bank Insurance Solutions -
Plano, TX

Quick Apply

Job Details

Full-time

Qualifications

High school diploma or GED

Full Job Description

Join Our Team!

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.

The Position

Job Title

Insurance Assistant Account Manager

Job Description

SUMMARY

Manages duties by assisting other members of the department with meeting the service needs of customers and performing essential functions that include processing changes, rating, making calls and assuring correct information is input into the automation systems to achieve the quality and service standards developed by the agency.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

Process endorsements, certificates, change confirmations and invoice all transactions as per instructions from Account Manager or Account Executive.
Assist the department in processing new and renewal business, as requested, through application assembly, setting up files, assembling proposals, etc., in accordance with Agency standards.
Invoice assigned commercial premium transactions following agency procedures and guidelines.
Process confirmed cancellations.
Maintain client files on computer systems.
Provide prompt, courteous, knowledgeable service to customers and prospects.
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
Maintain working knowledge of all company change procedures.
Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
Support the department with computer and word processing skills, including rating programs in our automation system.
Supervision received/ exercised by Account Manager, Account Executive, or Department Manager

ADDITIONAL DUTIES AND RESONSIBILITIES

Adherence to Company policies and procedures.
Ability to fulfill job responsibilities through acceptable job attendance.
Self-starter organized and displays good communication skills, both verbal and written.
Team player and willing to find accommodating solutions for our customers, companies, and Agency.
Develop a thorough understanding of commercial underwriting and coverage and interpret abstract data.

EMPLOYEE SPECIFICATIONS

This job description is intended to describe the level of work required of the person performing the job. Essential functions are outlined. Other duties may be assigned as needs arise or as required to support the essential functions. Specific performance objectives may be developed each year to measure performance of the tasks and functions listed in this job description.

EDUCATION AND WORK EXPERIENCE

High School Diploma or equivalent GED required.
College degree preferred.
Industry knowledge preferred.
Obtain and maintain appropriate licensing.

TECHNICAL/FUNCTIONAL COMPETENCIES

Proficient in PC operating systems.
Experience with Applied Epic preferred
- Proficient in Microsoft office.
- Knowledge and Experience of Carrier websites.
- Knowledge and Experience of Comparative rater websites.

This position follows a 4‑1 workweek and is an in‑office role based in our Plano, Texas office. Employees are expected to be on‑site four days per week and may work remotely one day per week.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

Quick Apply

Refine Your Search

accounts assistant jobs in plano, tx

Insurance Assistant Account Manager

Assistant Account Manager

Assistant Account Manager

Assistant Account Manager

Office Manager/Key Account Sales Rep

Assistant Commercial Account Manager

Account Operations Principal (Series 24 preferred), Assistant Vice President – Wealth Custody & Clearing

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I want to receive the latest job alert for accounts assistant in plano, tx

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Join Our Team!

The Position

Job Title

Job Description

All Locations:

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

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