Account Support & Renewal Specialist

Colonial Group; Houston (TX); Vor Ort; USD 40.000 - 60.000; Vollzeit

Zusammenfassung

Colonial Group in Houston, TX seeks a customer service professional to support Producers by servicing existing accounts and soliciting new business. The role includes processing applications, quotes, and renewals, with a focus on accurate account management and client communication.

The ideal candidate has an associate's degree or equivalent, 4+ years in insurance-related roles, and an active insurance license. Strong MS Office skills and teamwork are essential for success in this position.

Qualifikationen

• Associate's Degree or equivalent combination of education and experience.
• Four (4) or more years related work experience.
• Valid Insurance License.
• Maintains Continuing Education requirements for license renewal.

Aufgaben

• Provide customer service and support Producers by servicing existing accounts and soliciting new business.
• Package and market applications to carriers to obtain quotes.
• Negotiate prices, commissions, and coverages with carriers.
• Manage renewal process for expiring policies.
• Respond to accounting inquiries and correct discrepancies including past due collections.
• Prepare presentations and proposals for clients and discuss renewal or new business strategies with producer or supervisor.
• Prepare draft certificate templates and review certificate requests.

Kenntnisse

Verbal communication

Written communication

Customer service

Problem solving

Time management

Teamwork

MS Office

Typing 30-35 wpm

Ausbildung

Associate's Degree or equivalent

Four (4)+ years related experience

Insurance license

Tools

MS Office Suite

Jobbeschreibung

Colonial Group in Houston, TX seeks a customer service professional to support Producers by servicing existing accounts and soliciting new business. The role includes processing applications, quotes, and renewals, with a focus on accurate account management and client communication.

The ideal candidate has an associate's degree or equivalent, 4+ years in insurance-related roles, and an active insurance license. Strong MS Office skills and teamwork are essential for success in this position.