Personal Lines Account Executive Assistant

Posted 3 Days Ago
Be an Early Applicant
Corpus Christi, TX, USA
In-Office
Entry level
Fintech • Financial Services
The Role
Supports Personal Lines Account Executives with client service, policy administration, renewals, endorsements, certificates, auto ID cards, cancellations, claims activity, premium finance notes, and agency management system updates. The role processes client and carrier requests, maintains accurate policy records, prepares supplemental applications, and assists with coverage marketing. Training is provided to become a full Account Executive.
Summary Generated by Built In
IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities.   IBC bank hires talented, creative and dedicated individuals to help our business succeed.  We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence.   We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. 

Time Type:

Full time

This is an in-office position.

Department:

900 Insurance Administration

Job Summary:

Supports Account Executive team on essential functions supporting clients' service needs to the agency's quality and service standards. This position includes training to become a full Account Executive.

Job Description:

ESSENTIAL JOB FUNCTIONS

The statements on this job description are intended to describe the general nature of level of work being performed by incumbents.  They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.

Primary Responsibilities:

· Support Account Executive with day-to-day service needs for clients

· Support Account Executive with marketing for new and renewal coverages

· Support Account Executive with claim and cancellation activities for client

Detailed duties:

· Process Certificates and Evidences of Property with Account Executive oversight

· Issue Auto ID cards

· Add/Remove Lienholders

· Maintain accurate client data in agency management system (AMS)

· Request/follow up/complete/deliver client change requests from carriers/brokers

· Ensure AMS policy, applications, transactions are updated based on changes

· Prepare/Follow-up on policy cancellations forms

· Notify AE of any cancellations

· Request MVRs as directed

· Quote and issue premium finance notes as directed by Account Executive

· Input data into AMS to create client files and policies

· Complete policy checklists as directed by Account Executive

· Pull endorsements and policies from carrier websites

· Create house/property valuations

· Gather Renewal Supplemental applications as directed by Account Executive

Knowledge, Skills and Abilities:

· Ability to communicate and understand orally and in writing with others to explain complex or abstract issues, receive and interpret complex information and respond appropriately.

· Ability to add, subtract, multiply and divide whole numbers and accurately perform simple calculation involving decimals and fractions

Education:

· Prefer high school diploma or equivalent

Skills Required

  • High school diploma or equivalent
  • Ability to communicate effectively in oral and written form and interpret complex information
  • Ability to perform basic arithmetic calculations involving whole numbers, decimals, and fractions

IBC Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about IBC Bank and has not been reviewed or approved by IBC Bank.

  • Healthcare Strength — Employer-paid medical coverage for full-time employees, with prescription coverage and optional dental/vision, indicates solid core health protection. Feedback suggests this foundational coverage is a standout within the overall package even if other areas feel modest.
  • Retirement Support — A 401(k) alongside profit-sharing contributions when the bank is profitable provides retirement-building mechanisms. Eligibility beginning the first day of the year following hire is a timing nuance candidates may factor in.
  • Career-Linked Recognition & Rewards — Commission and bonus elements in certain roles can supplement base pay. Feedback suggests performance-tied earnings provide upside for some, despite variability.

IBC Bank Insights

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The Company
HQ: Laredo, TX
1,861 Employees

What We Do

IBC Bank was founded in 1966 and today it serves as the flagship bank of International Bancshares Corporation. Since its opening, IBC has grown in assets to more than $15 billion making it one of Texas’ largest holding companies. We believe in doing more for the communities we serve. And we've made that commitment for the last 50+ years. We know that when our communities succeed, we all succeed. Affirmative Action/ Equal Opportunity Employer Member FDIC/ International Bancshares Corporation

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