Personal Lines Account Executive Assistant

INTERNATIONAL BANK OF COMMERCE; Corpus Christi (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

IBC Bank seeks an Insurance Administration Assistant to support the Account Executive team and maintain client service standards in-office in Corpus Christi, TX. You will handle day-to-day service tasks, assist with marketing for renewals, and help with claims and cancellations while training towards becoming a full Account Executive.

You will input data into the AMS to create client files, process certificates, issue ID cards, and follow up on renewal and cancellation activities, all while

Qualifications

• Ability to communicate and understand orally and in writing with others to explain complex or abstract issues.
• Ability to perform basic arithmetic including decimals and fractions.
• Prefer high school diploma or equivalent.

Responsibilities

• Support Account Executive with day-to-day service needs for clients.
• Assist with marketing for new and renewal coverages.
• Assist with claim and cancellation activities for clients.
• Process Certificates and Evidences of Property with Account Executive oversight.

Skills

Communication skills

Numerical calculation

Education

High school diploma or equivalent

Job description

IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's \"We Do More\" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience.

Time Type: Full time

This is an in-office position.

Department

900 Insurance Administration

Job Summary

Supports Account Executive team on essential functions supporting clients' service needs to the agency's quality and service standards. This position includes training to become a full Account Executive. Job Description:

ESSENTIAL JOB FUNCTIONS

Primary Responsibilities

• Support Account Executive with day-to-day service needs for clients
• Support Account Executive with marketing for new and renewal coverages
• Support Account Executive with claim and cancellation activities for client

Detailed duties

• Process Certificates and Evidences of Property with Account Executive oversight
• Issue Auto ID cards
• Add/Remove Lienholders
• Maintain accurate client data in agency management system (AMS)
• Request/follow up/complete/deliver client change requests from carriers/brokers
• Ensure AMS policy, applications, transactions are updated based on changes
• Prepare/Follow-up on policy cancellations forms
• Notify AE of any cancellations
• Request MVRs as directed
• Quote and issue premium finance notes as directed by Account Executive
• Input data into AMS to create client files and policies
• Complete policy checklists as directed by Account Executive
• Pull endorsements and policies from carrier websites
• Create house/property valuations
• Gather Renewal Supplemental applications as directed by Account Executive

Knowledge, Skills and Abilities

Ability to communicate and understand orally and in writing with others to explain complex or abstract issues, receive and interpret complex information and respond appropriately.

Ability to add, subtract, multiply and divide whole numbers and accurately perform simple calculation involving decimals and fractions.

Education

Prefer high school diploma or equivalent

IBC Bank was founded in 1966 to meet the needs of small businesses in Laredo, Texas. The bank's success is a result of an aggressive and innovative attitude. The Bank's \"We Do More\" philosophy reflects it's dedication to the growth and success of it's employees, customers and communities. Our commitment to \"Do More\" for the communities we serve permeates our company from top down. The success of IBC and it's 50 consecutive years of growth and profitability are due to strong leadership, customer centric business philosophy and our motto of \"Doing More\" in our communities.

Wait there's more!

We offer a comprehensive benefits package, based on eligibility, benefits include:

• Medical Plan
• Employer Paid Life Insurance
• Flexible Spending Program
• 401k Profit Sharing Program
• Supplemental Benefit Programs such as:
• Vision
• Dental
• Disability
• Tuition Assistance Program
• Sick Leave
• Vacation Paid Holidays