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Private Client Technical Assistant : Houston

Private Client Technical Assistant : Houston

DeandraperHouston, TX, US
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Private Client Technical Assistant : Houston

We are seeking a Technical Assistant for our Houston office. This position will have the responsibility of aiding the account managers in the continuous management of their personal clients, retention of new and renewal clients, and maintaining a partnership with the Producer and / or Account Executive. The Technical Assistant must provide prompt, efficient, high-quality service to all account managers.

Key Responsibilities :

  • Technical Support to Account Managers / Account Executives and Producers
  • Processing incoming mail and correspondence
  • Prepare summaries of insurance, schedules and proposals
  • Verify accuracy of new and renewal policies, endorsements and other policy documents
  • Assist as requested with rating and other duties

Preferred Qualifications :

  • Must be an assertive initiative-taker
  • Be able to exhibit clarity through both verbal and written communications
  • High school or equivalent degree
  • Microsoft Office Suite (Outlook, Word, Excel)

    • What We Offer :

  • Competitive salary and performance-based bonus structure.
  • Comprehensive benefits package including health, dental, and retirement plans.
  • Opportunities for professional development and career advancement.
  • A supportive and dynamic work environment that values teamwork and innovation.

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    Client Private Client • Houston, TX, US

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