Account Associate, Insurance - Houston, TX

American Global; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive Benefits Package

401k with above-average employer match

Leadership training and support

Work/Life Balance (Summer Fridays, etc

Education and Student Loan Assistance

Job summary

American Global is seeking an Account Associate to join our Insurance team in Houston or Dallas. You will prepare, issue, file, and manage time-sensitive documents and support Account Managers with client meetings.

Successful candidates will demonstrate strong time management, attention to detail, and proficiency in Applied Epic, Microsoft Office, and Adobe Pro while delivering exceptional customer service.

Qualifications

• Time management and prioritization skills.
• Attention to detail in document handling and data entry.
• Proficient in Applied Epic, Microsoft Office, and Adobe Pro systems.

Responsibilities

• Prepare, issue, file, update and manage time-sensitive insurance documents (certifications, endorsements, loss summaries, quotes, binding requests, renewal letters).
• Maintain insurance filing and database system (Applied Epic).
• Assist in creating proposals, summaries of insurance, and presentations.
• Provide accurate and timely billing and audit processing.
• Maintain ongoing communication with clients and industry partners to ensure high-level customer service.

Skills

Time management

Attention to detail

Problem solving

Written communication

Verbal communication

Tools

Applied Epic

Microsoft Office

Adobe Acrobat Pro

Job description

Account Associate, Insurance - Houston, TX# Careers## Account Associate, Insurance - Houston, TXApply: The Woodlands, TX: Plano, TX: Full time: Posted 2 Days Ago: R-100174**About the Role** We are seeking a driven, energetic Account Associate to join our dynamic Insurance team in Houston or Dallas, TX. **Key Responsibilities Include*** Prepare, issue, file, update and manage time-sensitive insurance documents critical to the business, including but not limited to: certifications of insurance, endorsement requests, loss summaries, quotes, binding requests, renewal letters, mod analysis, and many more!* Learn industry terminology and commercial insurance coverage basics* Conduct research; compile information for Account Managers and Account Executives* Participate in off-site carrier, client, and prospect meetings as required* Keep insurance filing and database system up to date (Applied Epic)* Assist in creating proposals, summary of insurance, and presentations* Responsible for billing accurately and timely, audit processing* Maintain ongoing communication with clients and industry partners to insure a high-level of customer service* Provide backup for other team members during their absence* Additional responsibilities as required **Skills & Experience That Lead to Success:*** Time management and ability to prioritize work* Attention to detail* Problem solving skills* Professional written and verbal communication* Proficient in Applied Epic, Microsoft Office product suite, and Adobe Pro systems* Undertake various duties and special projects as assigned**What You Can Expect From Us:*** Comprehensive Benefits Package* Collaborative and innovative environment* Culture of continuous learning and professional development* Competitive salary package* 401k with above-average employer match of up to 5% of your salary* Leadership training and support* Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)* Education and Student Loan Assistance*American Global is proud to be an equal opportunity workplace. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.* *We welcome applications from all and provide individuals with disabilities reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail].* *The salary range for this position (intended for U.S. applicants) will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.* **Who We Are** American Global is one of the largest privately held insurance and surety brokerage firms in North America specializing in all aspects of construction risk management. We support contractors, owners, and developers, helping protect them from the risks and exposures specific to the construction industry. We are a vibrant, values-driven community with a unique, collaborative culture that fuels our desire to excel. Together, our team is transforming the construction industry and revolutionizing the role of broker. As we continue our journey, we seek to find the right individuals, in the right locations, to expand and enrich our fast-growing team of talented professionals across 15 locations throughout the US and Canada, as well as Rome, Italy. Are you ready to be a part of our story?