Insurance Account Coordinator

Navigant Insurance Solutions; Houston (TX); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Paid licensing

Education support

Paid vacations

Mentorship

Growth opportunities

Close-knit team

Job summary

Navigant Insurance Solutions is a boutique independent agency in Houston seeking an organized, dependable teammate to support daily operations and client service. This role offers a path to learn both personal and commercial insurance and grow with a small, collaborative team.

You will work closely with the agency owner and client service staff, handling policy processing, billing, record-keeping, and routine service requests.

Qualifications

• Experience in insurance or office administration is helpful but not required.
• Strong organizational and communication skills are essential.
• Willingness to learn and grow with a small agency.

Responsibilities

• Provide day-to-day support to the agency and client service team.
• Assist with policy processing, billing, and record-keeping.
• Support licensing, renewals, and routine client inquiries.
• Prepare documents and coordinate with team as needed.

Skills

Organizational skills

Dependability

Detail-oriented

Customer service

Technology literacy

Multitasking

Education

High school diploma or equivalent

Job description

Navigant Insurance Solutions is a boutique independent insurance agency looking for the right person to join our team.

We're looking for someone who is organized, dependable, enjoys helping people, and wants the opportunity to build a long-term career with a small, collaborative agency. Previous insurance experience is helpful, but finding the right person is more important to us than checking every box on a resume.

This is not a sales position and there are no production quotas.

The Role

You'll work closely with the agency owner and our client service team, providing day-to-day support across the agency while learning both the personal and commercial sides of the insurance business.

Initially, your responsibilities will focus on learning our systems, clients, and processes while assisting with essential client service and administrative functions. This will include policy processing and checking, preparing policies for delivery, assisting with billing and monthly reconciliations, maintaining client records, handling routine service requests, and eventually answering and directing incoming client calls.

As your knowledge and experience grow, you'll take on additional responsibilities such as personal lines quoting and servicing, certificates and endorsements, insurance applications, gathering underwriting information, renewal preparation, proposals, and other commercial insurance support.

Because we're a small agency, we don't operate in rigid departments. Everyone wears multiple hats and helps where needed. We're looking for someone who is comfortable with that environment, takes pride in doing the small things well, and wants the opportunity to gradually take on more responsibility as they learn the business.

What We're Looking For

Our ideal teammate is someone who:

• Is organized, dependable, and detail-oriented
• Takes pride in doing things accurately and following through
• Is comfortable handling both client-facing and administrative responsibilities
• Communicates professionally and has a friendly, helpful demeanor
• Is comfortable with technology and learning new systems and processes
• Can manage multiple priorities and stay organized in a small, fast-moving office environment
• Is willing to start with the fundamentals and learn the insurance business from the ground up
• Takes initiative, asks questions, and wants to understand the "why" behind what they're doing
• Is willing to help wherever needed and understands that routine and administrative responsibilities are an important part of supporting the team
• Values teamwork and wants to become someone coworkers and clients can depend on

Previous insurance, customer service, administrative, banking, professional services, or similar office experience is a plus, but not required. A Property & Casualty insurance license is also a plus, but we're willing to support the right candidate in obtaining one.

Above all, we're looking for someone with a strong work ethic, a positive attitude, good judgment, and a genuine interest in learning and growing with our agency.

What We Offer

• Competitive compensation based on experience and qualifications
• Paid licensing and continuing education
• Paid vacation and holidays
• Training and mentorship from experienced insurance professionals
• Exposure to both commercial and personal insurance
• Opportunity to grow professionally and take on greater responsibility over time
• A supportive, close-knit work environment