Account Associate, Insurance - Houston, TX
About The Position
American Global is seeking a driven, energetic Account Associate to join its Insurance team in Houston or Dallas, Texas. The role supports insurance operations by preparing and managing time-sensitive documents, assisting Account Managers and Account Executives with research and materials, maintaining insurance records, supporting billing and audit processing, and communicating with clients and industry partners. The position also involves learning commercial insurance terminology and coverage basics, attending off-site meetings as required, and providing backup for teammates.
Requirements
- Time management and ability to prioritize work.
- Attention to detail.
- Problem-solving skills.
- Professional written and verbal communication skills.
- Proficiency in Applied Epic, Microsoft Office, and Adobe Pro.
Responsibilities
- Prepare, issue, file, update, and manage time-sensitive insurance documents, including certificates of insurance, endorsement requests, loss summaries, quotes, binding requests, renewal letters, and mod analyses.
- Conduct research and compile information for Account Managers and Account Executives.
- Participate in off-site carrier, client, and prospect meetings as required.
- Keep the insurance filing and database system, Applied Epic, up to date.
- Assist in creating proposals, summaries of insurance, and presentations.
- Handle accurate and timely billing and audit processing.
- Maintain ongoing communication with clients and industry partners to provide a high level of customer service.
- Provide backup for other team members during their absence.
- Undertake additional responsibilities and special projects as assigned.
- Learn industry terminology and commercial insurance coverage basics.
Benefits
- Comprehensive benefits package.
- 401(k) with an employer match of up to 5% of salary.
- Flexible work arrangements.
- Mental health services.
- Summer Fridays.
- Education and student loan assistance.
- Leadership training and support.
- Professional development and continuous learning.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
