Job description

Growth opportunity in retail independent insurance with one of the few family owned and operated insurance groups with branches in Dallas, Tyler & Forney, Texas.
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Heartland Security Insurance Group* is a diversified insurance holding company comprised of seven individual companies. Each company offers risk management solutions to distinct client groups.*
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HHC-Hibbs-Hallmark & Co., Inc.* a subsidiary of Heartland Security Insurance Group is a retail independent insurance agency providing insurance and risk management products and services nationwide.*
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Insurance Service Representative II

Starting Pay: $35,000

Primary Responsibility
The Commercial Lines Account Processor will be primarily responsible for servicing and handling of commercial accounts.

Essential Functions & Responsibilities

• Provide technical support for the account executive and account manager in processing all lines of commercial insurance in accordance with the objectives and procedures outlined in the agency procedures.
• Assist with marketing process, ordering loss runs, prepare proposals/summaries and premium comparisons
• Issues and process certificates, endorsements and other related items.
• Complete all billings and invoicing on new business, renewals, endorsement, audits and monthly reports
• Policy checking and delivery to clients
• Pursue a program of personal and professional development (Designation)
• Responsible for maintaining the integrity of client and policy information in the agency management system.

Additional Functions & Responsibilities

• Provide backup and support for other team members.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Qualifications

• High school diploma or equivalent
• Hold a valid Texas General Lines Agent License
• One year of Commercial Lines knowledge
• One year of insurance processing experience

Preferred Qualifications

• College degree in business or risk management and insurance

Knowledge, Skills & Abilities

• Intermediate to advanced-level proficiency with Microsoft Office
• Ability to learn the agency management software.
• Ability to work with internal and external clients at all levels.
• Ability to follow directions.
• High level of organizational skills.
• Ability to work independently, self-motivated and meets timed deadlines.
• Ability to follow processes and procedures set forth by the agency.
• Ability to problem solve.
• Strong attention to detail and the ability to work with a high degree of accuracy.
• Ability to work with a team.
• Ability to communicate professionally, both oral and written.
• Ability to build and maintain client relationships.

Travel
Less than 10% travel

Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.

Mental
Clear and conceptual thinking ability, excellent judgement, trouble shooting, problem solving, analysis, decision making and discretion. The ability to handle time deadlines, work-related stress; ability to multi-task and handle multiple priorities simultaneously.

Visual/Auditory
Hearing, vision and talking

Benefits

• Strong Base salary
• Continuing education provided
• Generous benefit plans including Medical, Dental, Vision and Life insurance
• Immediate Holiday Pay and Paid Time Off after 60 days of employment
• Positive, diversified, and fun environment

Pay: $35,000.00 per year

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