Stephens · 1 day ago
P&C CL - Assistant Account Manager
Houston, TX
Full-time
Onsite
Mid, Senior Level
5+ years expStephens is a company seeking an Assistant Account Manager for their personal insurance division. The role involves providing exceptional customer service, assisting in account production and retention, and managing client communications and documentation related to high net worth insurance accounts.
BankingFinanceFinancial Services
Responsibilities
Provide exceptional customer service and support all aspects of our client's personal insurance needs in a professional manner
Assist in the production of new high net worth accounts and the retention of renewing accounts
Perform annual reviews with clients providing stewardship reports, schedules, and proposals for insurance
Handle account maintenance, endorsements, invoicing, file setup and maintenance, premium finance arrangements, and internal and carrier-related accounting issues
Communicate effectively with clients and carriers, reviewing policy and premium agreements, and processing policy transactions throughout the year
Issue binders, certificates of insurance, automobile ID cards, and other requested documents
Manages, organizes, and conducts client meetings, virtually or in person when necessary
Initiate applications/submissions, gather loss and exposure histories, and compile marketing documentation for account execs and clients
Review and verify ratings, premium and tax calculations, and premium-bearing endorsements
Demonstrate proficiency in coverage forms, Acord forms, rating plans, risk finance/deductible program mechanics, and engage with underwriters on various matters
Provide analytical support to clients in resolving routine problems
Acts independently with minimal supervision
Perform other tasks assigned by management
Qualification
Required
Provide exceptional customer service and support all aspects of our client's personal insurance needs in a professional manner
Assist in the production of new high net worth accounts and the retention of renewing accounts
Perform annual reviews with clients providing stewardship reports, schedules, and proposals for insurance
Handle account maintenance, endorsements, invoicing, file setup and maintenance, premium finance arrangements, and internal and carrier-related accounting issues
Communicate effectively with clients and carriers, reviewing policy and premium agreements, and processing policy transactions throughout the year
Issue binders, certificates of insurance, automobile ID cards, and other requested documents
Manages, organizes, and conducts client meetings, virtually or in person when necessary
Initiate applications/submissions, gather loss and exposure histories, and compile marketing documentation for account execs and clients
Review and verify ratings, premium and tax calculations, and premium-bearing endorsements
Demonstrate proficiency in coverage forms, Acord forms, rating plans, risk finance/deductible program mechanics, and engage with underwriters on various matters
Provide analytical support to clients in resolving routine problems
Acts independently with minimal supervision
Perform other tasks assigned by management
Bachelor's degree in a related field
5+ years of related experience and/or training
Equivalent combination of education and experience
Appropriate insurance licenses in each state where business is being solicited
Company
Stephens
Stephens is a privately held financial services firm focused on building long-term relationships and long-term results.
1001-5000 employees
H1B Sponsorship
Stephens has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (3)
Funding
Current Stage
Late StageLeadership Team
Jason Fair
Senior Vice President
August B. Widmer
Investment Banking Vice President
Recent News
Arkansas Business — Business News, Real Estate, Law, Construction
2025-12-22
2025-12-11
2025-12-11
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