Personal Insurance Assistant Account Manager
Job Description
Personal Insurance Account Manager
Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service.
Qualifications :
- Previous experience working with personal lines coverage in a brokerage / agency setting.
- Experience maintaining client relationships.
- Negotiate with carrier underwriters on behalf of clients for best rates.
- Ability to handle new and renewal submission.
- Prior experience quoting binding and issuing policies.
- Experience working with multiple carriers and rating systems.
- Overall account management.
Requirements :
- Proven customer service and sales skills.
- Excellent organizational skills.
- Ability to self-direct the completion of job duties.
- Must hold Property & Casualty License.
LI-DR1
Related Jobs
Personal Insurance Assistant Account Manager
Job Description
Personal Insurance Account Manager
Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service.
Qualifications :
- Previous experience working with personal lines coverage in a brokerage / agency setting.
- Experience maintaining client relationships.
- Negotiate with carrier underwriters on behalf of clients for best rates.
- Ability to handle new and renewal submission.
- Prior experience quoting binding and issuing policies.
- Experience working with multiple carriers and rating systems.
- Overall account management.
Requirements :
- Proven customer service and sales skills.
- Excellent organizational skills.
- Ability to self-direct the completion of job duties.
- Must hold Property & Casualty License.
LI-DR1
Personal Banker
Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.
- Follow the established policies in accordance with the bank and the supervisor's direction* Accountable for the personal achievement of monthly new account production as assigned by upper management* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations* Receive cash and checks for deposit, verify amounts, and look for check endorsements* Examine cash carefully to guard against acceptance of counterfeit checks and identification* Enter transactions into computer and issue customer receipts* Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit* Process western union wires and cash advances* Cross-sell bank services and products* Provide bank services to a diverse customer base, including a large Spanish speaking population* Approval limits will be based upon level of authority* Perform other tasks requested by supervisors as they relate to the bank and its functionsEnvironmental and Physical Requirements : * Required to stand or walk for extended periods of time dependent upon branch location* Ability to work in a high volume, stressful and noisy environment* Operate a computer and other office machinery* Ability to lift up to 25 lbsFCBI is an equal opportunity employer. Requirements
- Six months of work experience in a retail or customer service environment preferred* Must be able to get along with co-workers and work effectively in a team environment.
- Must be able to work a flexible schedule including evenings, weekends, and holidays.* Schedules are prepared based on business need and subject to change at any time.
- High school diploma, high school equivalency or currently attending high school* At least 18 years of age* Must successfully pass background investigation according to company policy
Executive Personal Assistant
Our mission is to be a trusted workplace for team members to be their whole selves at work. A company that people love and positively impacts the lives of all whom we touch.
be your best self
At Interstate Batteries, you have the chance to be excellent at work and excellent at life. We know that professional success depends on personal wellbeing.
That's why we want to enrich your life with the tools and services you need to succeed in every area of your life. Join us!
POSITION : Executive Personal Assistant to Chairman of the Board of Interstate Batteries
Important Note : Two critical components executive assistant and personal assistant
EXPERIENCE REQUIREMENTS : 5+ years as executive assistant and 2+ years as personal assistant
QUALITIES : High Character and Competence (Model values found within Interstate Batteries Purpose and Values)
The successful candidate will :
Maintain the highest level of confidentiality
Demonstrate a high EQ
Have excellent communication and interpersonal skills
Be well organized and pay attention to details
Be dependable and punctual
Demonstrate excellent prioritization and time management skills
Be flexible working across a variety of work environments (present, remote, hybrid) including minimum 1 day per week at Miller home office
Have the ability to work independently and proactively with little supervision
Collaborate with the rest of the team
RESPONSIBILITES : Approx 30%
Approx 30%
Manage Chairman’s Business and Personal Calendars
Coordinate all aspects of the Chairman’s Business and Personal Travel
Agenda
Registration
Transportation
Lodging
Meals / Reservations
Family and guests
Travel Log
Manage Chairman’s Internal and External Meetings
Collaborate with Corporate Secretary on all Interstate Batteries Board Meetings
Collaborate with Senior Advisor on all Advisory Board Meetings
Pre-work and research
Presentation creation
Ensure supporting technology is functioning before meetings commence
Attend meeting and take notes as directed
Manage follow-up items
Expense Reporting; Purchase Orders; Check Requests
Record Keeping
Facilitate / Support Chairman’s relationship with
Board of Directors
Advisory Board of Directors
Chairman Emeritus
Chaplain
IB Charitable Giving
External Boards
Other Stakeholders as directed
Approx 70%
Support the administration of the Chairman’s Personal Household
Financial Reporting and Record Keeping
Credit Card Management
Bill Pay
Charitable Giving & correspondence with ministries
Coordinate Tax Inputs with CPA firm
Property Management (direct) :
Hollow Way (Dallas)
Eldorado (Cabo)
Property Management (collaborate with managers) :
Manage both domestic and international properties.
Jet (Addison)
Appointments
RX refills & scheduling doctor’s appts
Arrange for gifts / condolences
Trip planning & execution
Event planning support
Manage schedule for
TXDL renewals
Passport renewal dates
Auto registration & service coordination / reminders
SKILLS :
Highly proficient with QuickBooks
Highly proficient across the Microsoft office suite
Note : We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us.
Interstate Batteries provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sex, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.
Interstate Batteries complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.
This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Interstate Batteries expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sex, national origin, age, genetic information, disability, or veteran status.
Improper interference with the ability of Interstate Batteries' employees to perform their expected job duties is absolutely not tolerated.
Benefits
We strive to treat every Member like family and that mindset, applies to our teams too. Expect benefits that support your, body, mind, and well-being now and later.
Comprehensive health plan, 401K retirement plan, Generous vacation and holiday time, Lyra mental health resources, Stockoptions
Personal Assistant
The Personal Assistant (PA) is a multi-person support role that acts as the first point of contact : dealing with correspondence and phone calls for their respective leader / s.
Job Duties
Acting as a liaison with staff, suppliers, vendors, and clients
Collating and filing expenses
Running errands and coordinating with vendors
Booking and arranging travel, transport, and accommodation
Implementing and maintaining procedures / administrative systems
Private Housekeeper / Personal Assistant / House Manager
HSS Hospitality Staffing Solutions (HSS) is recognized as the largest national hospitality staffing company today serving over 900 hotels nationwide.
Our commitment to quality in servicing hospitality clients has earned HSS the trust and respect of the best hotel brands in the business.
We are committed to finding and placing the best hospitality talent in the industry! HSS is currently seeking a Housekeeping Lead / Personal Assistant (House Manager) for a prestigious client in the downtown highland area of Dallas, TX.
Pay : 80-100K DOEHours : Monday -Friday 6am - 4pm (may vary), possible weekends maybe necessary on occasionQualifications : -Main Housekeeper responsible for cleaning, cooking and maintaining personal estate of 7000 sq.
ft.-A good candidate for this position is someone that possesses good hospitality and enjoys serving others.-Has good attention to detail and can work with all types of personalities.
Will be able to assist with any household needs including managing daily medications, ordering, shopping, scheduling, working with vendors and managing events on weekends as needed.
Requirements : -This role require ability to sign a NDA and will require ability to keep items highly confidential. -Must be able to successfully pass a background check-Will need to be able to walk up and down stairs and around the estate (7 acres with 6 houses).
Good communication skills in English-Computer Savvy (to review calendar and respond to emails)-Attention to detail to be delicate with high worth items Interested in additional opportunities visit us at : https : / / Having problems applying?
Please send us your resume directly to [email protected] HSS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state, or local laws.