2d ago
Account Specialist
Dallas, TX
โจ $55k-$75k / yearest.
full-timefinance
๐ผ About This Role
You'll support the Account Manager/Executive on large client accounts, handling coverage comparisons, submissions, and audits. You'll interact with clients on special program needs and ensure service continuity. This role offers ownership stake and flexible work options at a nationally recognized firm.
๐ฏ What You'll Do
- Prepare coverage comparisons, submissions, and premium rate comparisons
- Process audits on expired and/or non-renewed policies
- Interact with clients on special program needs and new assignments
- Manage loss analysis and specific tasks related to invoicing and reconciliation
๐ Requirements
- Construction insurance experience preferred
- Attention to detail and ability to work within AMS
- General insurance designation achieved
- MS Office proficiency (PowerPoint, Outlook, Word, Excel)
โจ Nice to Have
- Pursuing other insurance designation
- Project/time management skills
๐ Benefits & Perks
- ๐ Annual Performance Bonus
- ๐ฅ Medical, Dental, Vision plans
- ๐๏ธ Paid Time Off and holidays
- ๐ฐ Stock Purchase and 401(k)
- ๐ Professional Development and well-being stipend
๐จ Hiring Process
Estimated timeline: 2-3 weeks ยท AI estimate
- 1Recruiter Callยท 30 min
- 2Hiring Manager Interviewยท 45 min
- 3Team Interviewยท 45 min
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