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Manage an assigned small-business commercial book (typically >$550K revenue), drive client retention (target ~93%), provide account servicing, maintain client records in EPIC, collaborate with producers and senior staff, mentor junior team members, handle administrative tasks, and support special projects. Occasional travel may be required.

Assists account managers with personal lines insurance account servicing, including preparing invoices, certificates, binders, policies, and client files. Processes policy changes, renewals, endorsements, cancellations, and account transactions. Provides customer service to insureds, carriers, and internal teams, tracks follow-ups, maintains account data, and reviews policy documentation for accuracy.

Provides administrative and customer support for commercial insurance teams. Responsibilities include processing documentation, corresponding with customers and insurers, reconciling accounts with Accounting, maintaining accurate electronic files, reviewing policy documents, following up on outstanding information, prioritizing daily tasks, and supporting other departments and Reception. The role requires strong communication, attention to detail, customer service skills, intermediate Microsoft Office knowledge, and a Level 2 insurance license or willingness to obtain one.

Provides entry-level administrative support to the billing department, including confidential data entry, document scanning and copying, front-desk phone coverage, mail processing, supply inventory, and miscellaneous departmental projects. The temporary position requires at least 15 hours weekly for three to four months and offers training and development opportunities.

Manages a personal lines insurance book of business, supporting client service, renewals, marketing, policy transactions, account documentation, and carrier relationships. Analyzes coverage options, resolves service, billing, and claims issues, negotiates with carriers, prepares proposals and reports, conducts client meetings, and identifies cross-sell and up-sell opportunities. Requires strong organization, communication, insurance knowledge, and independent decision-making.

Provides administrative support to multiple departments, including confidential data entry, document scanning and copying, front-desk phone coverage, mail processing, office supply inventory, and miscellaneous projects. The temporary student role requires at least 15 hours weekly in Austin from August through December 2026, with opportunities for training and development.

Provides clerical and administrative support to the Senior and Individual Services team. Responsibilities include answering calls, preparing quotes, assisting with claims and benefits, reviewing applications, coordinating with insurance carriers, maintaining account records, scheduling client appointments, ordering ID cards, preparing provider directories, renewing policy information, and researching billing or commission issues. The contract runs from September 15, 2026, through January 2027.

Manages employee benefits client accounts as the primary liaison, overseeing plan marketing, proposals, communications, implementation, enrollment, administration, financial monitoring, claims and utilization reporting, and ongoing customer service. Coordinates with insurance carriers, vendors, and client decision-makers to ensure timely and effective benefit plan administration. May direct the work of assistant account managers, benefit analysts, and administrators without direct supervisory responsibility.

Manages a commercial insurance book of business, servicing client coverage needs, renewals, policy changes, proposals, binding, invoicing, and records. Maintains client and underwriter relationships, negotiates coverage, reviews policies for accuracy, supports client retention and new business, delegates work to associate account managers, and collaborates with colleagues on training and service standards.

Manages a commercial insurance book of business and provides client, carrier, and underwriter service. Responsibilities include handling coverage inquiries, coordinating renewals, negotiating terms and pricing, reviewing quotes and policies, preparing proposals and binders, maintaining electronic records, managing client relationships, and delegating work to associate account managers. The role also supports client retention, coverage binding, team training, and adherence to brokerage standards.