Insurance Account Associate — Flexible Schedule & Growth

American Global; Houston (TX); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Comprehensive Benefits Package

401k with above-average employer match

Leadership training and support

Work/Life Balance (Summer Fridays, etc

Education and Student Loan Assistance

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Time management

Attention to detail

Problem solving

Written communication

Verbal communication

Tools

Applied Epic

Microsoft Office

Adobe Acrobat Pro

Jobbeschreibung

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.