Account Associate, Personal Lines

Hotchkiss Insurance; Dallas (TX); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive compensation package

Gym membership reimbursement

401(k) match

Structured professional development

Job summary

Hotchkiss Insurance in Dallas is seeking a dedicated team member to assist high net worth account managers in providing excellent customer service. The role includes responsibilities such as checking policy accuracy, invoicing, and processing cancellations.

Ideal candidates should preferably have a Bachelor's degree and a passion for continued learning. This position offers a competitive compensation package, professional development opportunities, and a generous benefits package.

Qualifications

• Experience with client billing and correspondence handling.
• Understanding of insurance policies and high-net-worth coverage.
• Comfortable with modern technology.

Responsibilities

• Assist account managers in checking policy accuracy and invoicing.
• Process cancellations, reinstatements, and endorsements.
• Document activities and correspondence in the EPIC system.

Skills

Customer service

Attention to detail

Microsoft Office

Education

Bachelor's degree preferred

Job description

Company Overview

As one of the largest independent insurance agencies in Texas, we are proud to be recognized for our exceptional, values‑driven culture and consistently named among the best places to work. Our reputation reflects our commitment to outstanding client service, meaningful philanthropic efforts, employee well‑being, strong financial stewardship, and a promising future.

Position Summary

Responsible for assisting high net worth account managers of the Personal Lines Department in providing excellent customer service to clients.

Essential Duties and Responsibilities

• Responsible for checking policies for accuracy and rates, invoicing and assisting account managers. Learn how to make sure all correspondence is properly entered into the EPIC system.
• Cancellations and reinstatements process per the agency workflow. Obtain necessary information off the carrier website, follow‑up on payments and send appropriate correspondence to the customer.
• Process and invoice the final cancellations.
• Exposure to and process endorsements and non‑download renewals per the agency workflow.
• Obtain information/documentation from the carrier, processing, invoicing, and sending appropriate correspondence to the customer.
• Processing of daily download reports, per the agency workflow.
• Handling client billing questions and documenting all correspondence per the agency workflow.
• Learning the different coverages within the Personal Lines Department, specifically in the high‑net‑worth segment. Learning the difference between standard carriers and surplus lines.
• Effectively and accurately document activities and correspondence within the EPIC system per the agency workflow.
• Exposure to the claims process and how it relates to customers and carriers within the Personal Lines Department. Processing on‑line inquiries.
• Learning how to work efficiently and effectively to help keep backlog to a minimum.

Qualifications and Experience

• Bachelor's degree preferred
• Having or acquiring state licensing once hired (we can get you licensed)
• Passion and dedication for continued learning
• A foundational understanding of Microsoft Office; comfortable with modern technology

Compensation and Benefits

• Competitive compensation package.
• Structured professional development and career growth opportunities.
• Generous paid time off and recognized holidays.
• Comprehensive benefits package, including company 401(k) match.
• Gym membership reimbursement.
• This role will be hybrid 3 days in the office, 2 days remote weekly after the training period (about 6 weeks) and can be located in our Houston or Dallas office.

Hotchkiss Insurance is an Equal Opportunity Employer and a drug‑free workplace.

All applicants must be authorized to work in and currently reside in the United States.

No agencies or third‑party inquiries.