Associate Account Manager - P&C

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Dallas, TX
In-Office
Financial Services
The Role
Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

Essential Duties and Responsibilities

  • Serve as the first point of contact for client concerns, changes, and questions, resolving issues as needed.
  • Support binding of coverage, policy issuance, and service needs throughout the policy term.
  • Process new and renewal business per agency standards.
  • Review and process policies and endorsements for accuracy and completeness.
  • Assist with claim filing and resolving billing inquiries.
  • Join client meetings to support service needs and enhance retention.
  • Contribute to customer satisfaction and continuously seek service improvements.
  • If no specific territory is assigned, provide general support by answering phones, processing renewals, audits, endorsements, and billing issues.
  • Perform other assigned duties.
  • Overtime as required.

GuideStone Values

  • Integrity
  • Heart
  • Skill

Knowledge, Skills, and Abilities are the requirements or minimum qualifications needed to perform the essential duties and responsibilities of the job successfully.

  • Bachelor’s degree, preferred
  • Previous Property & Casualty insurance experience, preferred
  • Previous experience working in commercial lines in a Property & Casualty agency, preferred
  • Intermediate-level proficiency with Windows based software and experience with a Customer Relationship Management System, preferred
  • Highly skilled in personal relationship building to foster and build a strong trust relationship between GuideStone and its Property & Casualty prospects and clients
  • Strong communication skills with the ability to verbalize clearly and succinctly, to listen effectively, and to write professionally.
  • Personal attributes should include creativity, organization skills, enthusiasm, and motivation with a strong work ethic.
  • Willing to obtain a Property & Casualty license in state of residence and have the ability to be Property & Casualty licensed in additional states as required.
  • Must have complete confidentiality regarding GuideStone business matters.

#LI-HM1

#LI-Hybrid

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The Company
HQ: Dallas, TX
534 Employees
Year Founded: 1918

What We Do

GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas.

Do well. We strive to do well, to do our jobs with excellence. Our goal is to enhance our participants'​ financial security and to give our participants peace of mind today and confidence about tomorrow.

Do right. We strive to do right, to make integrity an integral part of our work. We believe that doing what's right matters. That consulting our consciences and acting on our beliefs is an essential component of developing financial solutions and investment options.

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