Insurance Career Growth Specialist

7 days ago


Plano, Texas, United States AssuredPartners Full time

At AssuredPartners, we are adding to our team in Plano, TX. As an Insurance Career Growth Specialist, you will be responsible for delivering exceptional customer service by handling the day-to-day operations of clients' insurance needs. You will work with the Producer and Account Executive to design and recommend proper insurance and risk management services to clients focusing on Middle Market, Home and Auto, and other Personal Lines insurance coverage. This role provides support to Agency personnel, including assisting in selling and marketing involving new or existing business.

This is a hybrid role that offers high visibility to Senior Leadership. You will work alongside Client Services, Sales, and Agency Leadership who prioritize your learning and development. With us, you will have opportunities for upward mobility and advancement across AssuredPartners.

Responsibilities:
  • Client Support
    • Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries while delivering exceptional customer care.
    • Assist in developing strong business relationships with insurance carrier personnel and recognize carrier goals and objectives to enhance business relationships.
  • Account Management
    • Maintain files with proper records according to company procedures and follow procedures to achieve positive audit results.
    • E nsure accuracy of account information for new and renewal policies in accordance with client requests, processing change requests, endorsement checking, addressing proper exposures for policy rating, completing coverage reviews, gap analysis, and accurately transacting agency bill policies.
    • Review all accounts receivable and policy cancellation notices according to Agency procedures recognizing timely processing requirements.
    • Monitor renewal premium increases for remarketing based on retention strategies.
    • Secure documentation needed to be retained by the agency, including signed applications, replacement cost estimates, rejection of coverage, and confirmation of orders.
  • Insurance Expertise
    • Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; review quotes for gaps, and assist with inquiries from carriers.
    • Attend training and seek self-directed learning to continue education in industry and technical knowledge.
  • Other duties as assigned

As a valued member of our team, you can expect a competitive salary of $60,000 - $80,000 per year, depending on experience, plus additional benefits. These include a generous 30+ Days Comprehensive Paid Time Off Package, Health benefit options, Company match 401(k) plan, support for your fitness and wellness goals, pet benefits & discounts, and access to Employee-led Resource Groups (ERGs).

We are passionate about fueling our clients' innovation and growth, making us the perfect place for creative, dynamic people who want to grow their careers while helping businesses, families, and individuals thrive. Working with us gives you the opportunity to do meaningful work that matters while you learn, advance, and grow with us. We are committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on unique experiences, perspectives, and contributions of all team members.



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