Senior Account Associate – Commercial Insurance

This is a fully remote position, open to applicants in Texas.

📋 Description

• Provide administrative and customer service assistance to the account team, Producer, and/or designated group of accounts.

• Operate under the general guidance of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are upheld.

• Effectively resolve moderately complex customer service issues and manage smaller accounts or those with simpler needs independently.

• Aid in directing the daily activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.

• Monitor policy expirations for current clients, ensuring that renewals are processed accurately and punctually.

• Manage policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing discrepancies, and Agent of Record letters.

• Conduct client research, collect underwriting information, perform loss run analysis, prepare submissions, assess and negotiate coverages and pricing, prepare and deliver proposals, bind coverage, and follow up on policy issuance.

• Assist in reviewing contracts to confirm that appropriate coverages are included.

• Monitor reports and take necessary actions on delinquent accounts, collecting outstanding balances.

• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.

• Oversee and maintain activity/suspense to guarantee timely completion.

• Keep open and frequent communication with the account team regarding workload status and any issues.

• Provide exceptional service, proactively anticipate client needs, and respond swiftly to service requests.

• Remain informed about company policies and procedures.

• Pursue and implement best practices to enhance individual and team performance.

• Exhibit integrity and leadership.

⛳️ Requirements

• Minimum of 3 years of customer service experience in the insurance sector.

• Comprehensive knowledge of insurance brokerage and client requirements.

• Active licensing is required; professional designation (CISR) is preferred.

• Strong analytical, problem-solving, and decision-making abilities.

• Excellent customer service, communication, multitasking, and organizational skills.

• Proficient in MS Office (Outlook, Word, Excel).

• High School Diploma (or equivalent).

🏝️ Benefits

• Competitive salaries with potential for bonuses.

• Company-sponsored health insurance.

• Paid holidays, vacation time, and sick leave.

• 401K plan with employer matching.

• Opportunities for professional growth and career advancement.

• A respectful culture that promotes work/life balance.

• Commitment to community service.

• Supportive colleagues and a rewarding work environment.