As one of the largest independent insurance agencies in Texas, we are proud to be recognized for our exceptional, values-driven culture and consistently named among the best places to work. Our reputation reflects our commitment to outstanding client service, meaningful philanthropic efforts, employee well-being, strong financial stewardship, and a promising future.
Position Summary
Responsible for assisting high net worth account managers of the Personal Lines Department in providing excellent customer service to clients.
Essential Duties and Responsibilities
- Responsible for checking policies for accuracy and rates, invoicing and assisting account managers. Learn how to make sure all correspondence is properly entered into the EPIC system.
- Cancellations and reinstatements process per the agency workflow. Obtain necessary information off the carrier website, follow-up on payments and send appropriate correspondence to the customer.
- Process and invoice the final cancellations.
- Exposure to and process endorsements and non-download renewals per the agency workflow.
- Obtain information/documentation from the carrier, processing, invoicing, and sending appropriate correspondence to the customer.
- Processing of daily download reports, per the agency workflow.
- Handling client billing questions and documenting all correspondence per the agency workflow.
- Learning the different coverages within the Personal Lines Department, specifically in the high-net-worth segment. Learning the difference between standard carriers and surplus lines.
- Effectively and accurately document activities and correspondence within the EPIC system per the agency workflow.
- Exposure to the claims process and how it relates to customers and carriers within the Personal Lines Department. Processing on-line inquiries.
- Learning how to work efficiently and effectively to help keep backlog to a minimum.
- Bachelor's degree preferred
- Having or acquiring state licensing once hired (we can get you licensed)
- Passion and dedication for continued learning
- A foundational understanding of Microsoft Office; comfortable with modern technology
Compensation and Benefits
- Competitive compensation package.
- Structured professional development and career growth opportunities.
- Generous paid time off and recognized holidays.
- Comprehensive benefits package, including company 401(k) match.
- Gym membership reimbursement.
- This role will be hybrid 3 days in the office, 2 days remote weekly after the training period (about 6 weeks) and can be located in our Houston or Dallas office.
All applicants must be authorized to work in and currently reside in the United States.
No agencies or third-party inquiries.
Skills Required
- Bachelor's degree
- Obtain state insurance licensing once hired (employer will assist)
- Passion and dedication for continued learning
- Foundational understanding of Microsoft Office and comfort with modern technology
- Authorized to work in and currently reside in the United States
- Ability to work hybrid schedule from Houston or Dallas office (3 days in office, 2 days remote after training)
Hotchkiss Insurance Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Hotchkiss Insurance and has not been reviewed or approved by Hotchkiss Insurance.
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Fair & Transparent Compensation — Pay is considered competitive across core roles, with explicit mentions of “competitive pay” and market‑matching compensation. Job materials highlight a competitive compensation package.
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Healthcare Strength — Health coverage spans dental, vision, disability, life insurance, and HSAs, with wellness and gym reimbursements adding breadth. Materials describe a comprehensive benefits package.
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Retirement Support — A 401(k) plan with company match is consistently highlighted. This component is positioned as part of a broader, attractive total rewards offering.
Hotchkiss Insurance Insights
What We Do
At Hotchkiss Insurance, we know by safeguarding one's most valuable assets, people and businesses are better able to grow and prosper. We work with you to understand your unique business and deliver tailored insurance solutions and risk management to protect you from life’s uncertainties. With an advisory approach and an ability to reduce complexity, we demonstrate an abiding care for all of those who entrust themselves to us. Whether you know you need business insurance, risk management, employee benefits consulting, personal insurance, surety, or you just want to start the conversation, we've got you covered. Hotchkiss is Texas-based, with main offices in Dallas, Fort Worth, Houston and San Antonio. For more than 40 years, we've protected businesses of all sizes and industries. (Including construction, education, restaurants, landscapers, nursery growers, manufacturing, religious institutions, commercial construction, technology, home builders, energy, more) Endorsed by: Texas Nursery and Landscape Association, Texas Irrigation Association Member of: Builder Agent Network, exclusively endorsed by Texas Association of Builders Founders of: Texas Green Industry Safety Group, Texas Home Builders Safety Group
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