Summary: Our Insurance and Risk Management firm was founded in 1946. Since then, we've been providing sound Insurance and Risk Management advice to clients. We focus on Risk Management as a way to establish credibility as Insurance Advisors. We are currently looking for a Commercial Account Assistant to add to our team.

Primary Role: Partner with Account Executives and Account Manager, by providing mostly "back office" technical processing support. Provide accurate and timely service and implement agreed-upon strategies to create and maintain an optimal insurance program for clients. This role will work with 2 Account Executives and 1 Account Manager, in order to effectively provide processing support on various Commercial accounts.

Duties:

Oversee the accurate and timely issuance of certificates of insurance
Process Auto ID Cards, renewal invoices, audits, endorsements, and other miscellaneous tasks as assigned
Assist in preparing physical copies of proposals for various meetings
Prepare premium finance agreements as assigned
Create concise, written correspondence as assigned
Have the organizational and technical skills to maintain a high-volume workload requiring attention to detail and meet or exceed significant timelines
Routinely communicate with account team members any potential change, problem or concern expressed by client and/or underwriter
Develop and maintain relationships based on honesty, integrity and trust
Conduct business with a positive demeanor, demonstrating professionalism and a commitment to service excellence
Intellectual curiosity a major plus

Skill Requirements:

Excellent written and verbal communication skills.
Sense of urgency
Satisfactory computer knowledge and aptitude.
Proficient Microsoft Office- Word, Excel and Outlook.
Experienced multi-tasking in fast-paced environment.
Demonstrate basic insurance knowledge
Any EPIC Agency Management System experience will be highly favored.

Licensing, Education and Experience Requirements:

State of Texas Insurance License preferred
High School Diploma or equivalent required. College Degree, preferred.
Minimum two years' insurance experience, and 1 year agency and/or brokerage experience supporting Commercial Property & Casualty lines of coverage in an Assistant or Processor capacity

Please email resume to Ashley Hart, President, at ahart@cravenswarren.com.

We are flexible employers! Our office generally works on a 3-day per week, in office, 2-day per week remote, hybrid schedule. We work 37.5 hours per week, with 10 paid holidays per year and 18 days of paid time off annually (with a tenure schedule for PTO in place). We offer a full compensation benefits package, including LTD & STD, 401k match, life insurance, health insurance, vision, and dental insurance.

Base salary of $50,000 to $65,000, D.O.E.

No recruiters, please.

Cravens Warren & Company

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Commercial Account Assistant