Insurance Account Specialist — Customer Growth & Service

Boudreaux Insurance & Financial Services, Inc.; Houston (TX); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

A financial services company in Houston seeks an Account Associate to enhance customer relations and manage client accounts. You will assist customers with policy inquiries, process claims, and coordinate with underwriters. The ideal candidate will have strong organizational skills and a customer service orientation. This role offers a competitive salary, flexible scheduling, and opportunities for advancement.

Qualifications

• Attention to detail is crucial for managing accounts.
• Experience in customer service is highly beneficial.
• Previous exposure to the insurance field is preferred.

Responsibilities

• Manage customer accounts and update information in the database.
• Assist customers with policy changes and inquiries.
• Process insurance claims and follow up with customers on claim status.
• Coordinate with underwriters to ensure timely policy issuance.

Skills

Strong organizational skills

Excellent customer service skills

Communication skills

Job description

A financial services company in Houston seeks an Account Associate to enhance customer relations and manage client accounts. You will assist customers with policy inquiries, process claims, and coordinate with underwriters. The ideal candidate will have strong organizational skills and a customer service orientation. This role offers a competitive salary, flexible scheduling, and opportunities for advancement.