13 personal insurance account manager retail jobs found in Fort Worth

Position Summary:   The Commercial Lines Trainee will acclimate to the insurance industry initially through the Best Account Management (BAM) training course. The course is designed to help early career professionals gain knowledge in 3 phases: BAM I - General Introduction to Insurance industry; BAM II - Coverages and technical tools used at our organization in client service, and; BAM III - How to execute tasks in client service or account management (i.e. Endorsements, Policy Changes, issuing certificates, marketing, etc), direct shadowing of working professional. Supervisory Responsibilities: None Essential Tasks: Participants will complete all 3 phases of the BAM training program Participants will obtain licensure as required At the completion of the program, participants will be placed within the Business Insurance line of business based on their performance Core Competencies: Ability to Analyze and Solve Problems: Skill in recognizing...

Position Summary: The RFP Content Lead, P&C is responsible for all writing and ongoing improvement of content within RFPs, sales materials, presentations, or special projects and for writing technical, concise, engaging copy, as needed, specific to P&C. Information created is to inform employers about available benefits for employees, P&C, and public sector entities. This role will also support various writing projects–based on skillset and need–within the Day Two Services umbrella. Essential Tasks: General Complies with organization and usage of content library and writing style guide Clearly and promptly informs the working team when information is ready for next step or when information needs to be clarified or provided within a project Proactively identifies opportunities and works with the business development and writing team to improve processes Remains abreast of industry changes, trends, regulations, and updates, folding in learnings to...

The  Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines. Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) to help clients and reach agency’s business goals Investigates, initiates and prepares necessary proposals and applications, submits or presents to appropriate insureds and carriers, obtains clients’...

Position Summary:    The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities:   None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

Position Summary: The Account Coordinator Team Leader will oversee the operations and performance of a designated office(s) for the Account Coordinator’s team. This role involves managing a team of professionals, ensuring efficient operations, maintaining compliance, and driving the region toward achieving its strategic goals. The ideal candidate will have strong leadership skills, a thorough understanding of the employee benefits industry, and the ability to adapt to changing market conditions. Supervisory Responsibilities: • Oversees and mentors a team of employee benefit account coordinator employees, providing guidance, support, and performance evaluations • Participates in hiring processes with Talent Operations, onboards new employees, and facilitates ongoing training and professional development on a monthly, quarterly, and yearly basis • Sets performance goals, conducts regular 1:1’s, and implements improvement plans when necessary • Addresses and resolves conflicts...

Position Summary: The Senior Account Manager position maintains a professional relationship with our clients through exceptional customer service. Senior Account Managers are assigned a book of business comprised of mainly level-funded and self-funded accounts. They are responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Senior Account Managers serve as advocates to our clients and their employees through positive relationships with the various carriers and continuous education. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Comprehensive knowledge and execution of self-funded accounts Handles or refers all service requests by our clients Initiates and handles marketing of accounts...

Position Summary:    The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations.   Supervisory Responsibilities:   None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients...

Position Summary:  The Commercial Lines Senior Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up for receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

  Position Summary: The Accounts Receivable Manager is responsible for overseeing the full cycle of cash application activities for the agency. This role ensures the timely and accurate processing of all receivables in accordance with agency policies, carrier agreements, and state insurance regulations. The ideal candidate is a detail-oriented financial professional with experience in insurance billing and a proven ability to lead a team, resolve disputes, and maintain strong client and carrier relationships.   Supervisory Responsibilities: Mentor and evaluate AR team members; set performance goals and conduct regular reviews Establish and enforce departmental procedures and best practices to drive efficiency and accuracy Serve as the primary escalation point for complex billing disputes and client inquiries Resolve disputes and maintain strong client and carrier relationships Essential Tasks: Supervise daily cash posting, ACH processing, and...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Position Summary:   The Employee Response Center (ERC) Benefits and Claims Specialist is a key role in the Financial Services Day 2-ERC Department at Higginbotham. The roles is responsible for ensuring a thorough knowledge of claims, research tools, and resources to serve employees and employers effectively. This role is centered around evaluating and reviewing claims with precision and accuracy. The individual must be meticulous to determine the claims’ validity and ensure that insurance carriers’ payments are made per policy terms and regulatory requirements. The ERC Benefits and Claims Specialist will also support as backup to the ERC Benefits Specialists, take employee calls, and respond to emails and texts as needed during non-peak and peak times. Supervisory Responsibilities:   None Essential Tasks: Maintaining documentation, spreadsheets, products, and services as requirements change Serving as a subject matter expert on reviewing and assessing insurance...

Position Summary:   The Commercial Lines Account Manager   provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Supervisory Responsibilities:   None Essential Tasks: Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) Prepares...

The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Essential Tasks: Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) Prepares necessary proposals, summaries of insurance and...