Apprenticeship Program - Commercial P&C Associate Account Manager

RHSB • Dallas, TX

6d • Onsite

About The Position

This position is primarily responsible for assisting and supporting commercial Property and Casualty (P&C) customer service staff (i.e. Account Executives, Senior Account Managers and Account Managers) by processing customer account routine service items, assisting customers, providing senior customer service staff time to focus on more complex and/or urgent service items, including working directly with customers on a daily basis by performing the following duties. This position is also a part of a brokerage apprenticeship program, a paid role that combines on-the-job learning with required education and training. As part of the role, the apprentice will work toward an associate’s degree and complete an industry designation (e.g., PEBC, PRC) while building foundational skills in Property & Casualty.

Requirements

• At least 18 years of age.
• High school diploma required.
• Active enrollment and participation in college coursework toward an associate degree and applicable industry designation coursework and testing.
• Texas P&C License required within 60 days of hire.

Nice To Haves

• Passionate and proactive about the account managers they serve.
• Self-starters, creativity, responsiveness and client focus.

Responsibilities

• Maintain satisfactory progress and meet program participation requirements throughout the apprenticeship term, which includes active enrollment and participation in college coursework toward an associate degree and applicable industry designation coursework and testing.
• Works with customer service staff, orders policy endorsements from carriers/markets; diary for receipt of endorsements; and confirms accuracy of endorsements.
• Follows up with carriers/markets as needed for corrections; posts confirmed or corrected endorsements in agency/document management systems and sends customer copy to customers.
• Checks issued polices for accuracy, follows up with carriers/markets as needed for corrections; posts confirmed or corrected policies in agency/document management systems for customer service staff to handle.
• Checks audits for accuracy of coverage rates and exposure basis data, diary for receipt of policy final audits for expired policies; follows up with customer service staff to verify exposure data differences and carriers/markets to verify coverage rates.
• Processes Certificate of Insurance requests for customer service staff on a daily basis.
• Downloads policies and endorsements from carrier websites as needed.
• Inputs policy coverage data and/or policy files in agency management system.
• Posts renewal client deliverables.

Benefits

• Profit Sharing potential
• A commitment to community involvement through volunteering, local giving, and the RHSB Foundation
• An environment that focuses on employee wellness through our PTO policy, Employee Assistance Program, and flextime
• Medical, Vision and Dental Insurance Plans
• 401K match
• Complementary office amenities including gym
• A Dress for your Day Policy
• A commitment to training and career advancement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED