Account Associate, Commercial Lines

Hotchkiss Insurance•Carrollton, TX

8d•Hybrid

About The Position

The Account Associate, Commercial Lines supports assigned Account Managers and their books of business by managing policies, account changes, renewals, and rating, as well as providing support in other agency areas as instructed. The role processes and reviews policies, endorsements, invoices, and certificates of insurance; assists with system updates and client support; stays informed about company and industry procedures; and regularly documents activities and correspondence. The position is hybrid in the Carrollton office: three days in the office and two days remote each week after a training period of three to six months. Applicants must be authorized to work in and currently reside in the United States.

Requirements

Acquire state licensing once hired.
Have a foundational understanding of Microsoft Office and be comfortable with modern technology.
Have a passion and dedication for continued learning.
Be authorized to work in and currently reside in the United States.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Process and review policies, and issue endorsements and invoices for the team.
Process certificates of insurance to support clients’ ongoing operations.
Assist Account Managers with system updates and client support as needed.
Stay informed about company and industry procedures.
Regularly document all activities and correspondence.
Manage policies, account changes, renewals, and rating for assigned Account Managers and their books of business.
Provide support in other agency areas as instructed.