5 personal lines account coordinator jobs found in Fort Worth

Position Summary:   The Account Production Manager position was established to aid in growing and maintaining a Managing Director’s book of business. Supervisory Responsibilities:   None Essential Tasks: Responsibilities related to Existing Accounts: Help gather exposure updates and applications for renewals. Track and ensure service timeline items are completed. Manage daily task tracker of ongoing follow up items. Verify renewals are booked and items issued (COI, auto ID cards, etc). Track claims submitted to the claims department and aid with quality control. Aid in marketing strategy for renewals. Help evaluate incumbent and alternative markets. Track account details: coverage in place, coverage opportunities, and cross-sell data. Track client retention initiatives: events (Colonial, hunting, lunch, etc), birthday email, gifts, etc. Responsibilities related to New Business: Help coordinate new business marketing efforts (documents to marketer,...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an opening for an Employee Benefits Regional Team Leader for our North Texas region. The Employee Benefits Regional Team Leader is responsible for assisting in workflow strategy development, deployment and training, collaborating with Producers to oversee assigned team including workflows, workload, adherence to agency policies and procedures; also responsible for conflict resolution, performance reviews, expense management and salary administration for assigned team. Essential Tasks: Overall management and support of team and Office Advocates, if applicable Interview and evaluate prospective team members Coordinate training and guidance regarding department procedures Assist in needs assessment and training where needed Assist with back up, when necessary Participate in disciplinary and termination issues Assist with...

Position Summary: The General Agency Services Specialist is a cross-functional role responsible for delivering high-quality, consistent support throughout the group benefits client lifecycle. This position is designed to be flexible, with team members trained across quoting, onboarding, implementation, renewals, and ongoing service. The role supports producers, clients, and internal teams to ensure an efficient, accurate, and seamless experience that aligns with General Agency workflows and expectations. This would be an in-office role  that can be based in our Fort Worth, Austin, or Houston, TX offices). Essential Tasks: Prepare and deliver group benefit quotes, including medical and ancillary lines of coverage Analyze plan designs and rate proposals to support producer strategy and client needs Collaborate with producers and account teams to ensure quote requests are clear, accurate, and timely Maintain effective communication with external quoting partners or...

Company: Marsh McLennan Agency Description: JOB TITLE: Private Client Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: DOCUMENTATION Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.  These duties include but are not limited to:       Act as the primary contact with the Producer and/or Client. New Business placement and cross selling is conducted as needed to maintain client’s insurance program. Initiate correspondence with the marketplace. Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program. Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through. Prepare and obtain pre renewal updates for all clients. Create Acord applications, including Supplementals, as needed, for submissions to...

Position Summary:   The Senior Vice President of Production Development acts as a strategic partner to high profile clients and works directly with the CEO and Managing Directors to aid in growing and maintaining their books of business. The Senior Vice President of Production Development drives accountability for execution of account strategies through the delegation of tasks and empowering account managers and other service team members. Supervisory Responsibilities:   None Essential Tasks: Responsibilities related to Existing Accounts Help gather exposure updates and applications for renewals Track and ensure service timeline items are completed Manage daily task tracker of ongoing follow up items Verify renewals are booked and items issued (COI, auto ID cards, etc.) Track claims submitted to the claims department and aid with quality control Aid in marketing strategy for renewals Help evaluate incumbent and alternative markets Track account details:...