Hybrid Personal Lines Account Associate

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

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.