Personal Lines Account Analyst

Job Description

Job Description

Symphony Risk Solutions, LLC. is looking for an experienced and committed individual to join our team as a Full-Time Insurance Account Analyst within Symphony Wealth, our personal lines specialty business focused on the insurance needs of high-net-worth clients. This position will manage and support Symphony Wealth client accounts. This role requires the candidate to be eager to learn and self-motivated with a strong sense of urgency. Your exceptional interpersonal and organizational skills will be vital in ensuring client satisfaction and retention.

This is a Hybrid position (after applicable training) in our Richardson, TX office.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Career Growth Opportunities

Retirement Plan

RESPONSIBILITIES:

• Ability to demonstrate strong interpersonal and organizational skills to effectively interact with clients and manage their insurance needs.
• Utilize a systematic approach to maintain regular contact with clients, ensuring continuous rapport and open, effective communication.
• Perform account servicing functions, including miscellaneous office duties, to support smooth account management operations.
• Manage client open items lists and promptly respond to ad-hoc client requests to ensure outstanding service delivery.
• Actively support and monitor the renewal, pre-renewal, and post-renewal process, ensuring seamless transitions for our clients.
• Collaborate closely with the accounting team on client invoicing and collections, ensuring accuracy and timely resolution of financial matters.
• Act as a key client liaison for various needs, such as certificates, auto IDs, endorsement processing, invoices, WC posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
• Perform any additional duties as assigned, contributing to the overall success of the team and the firm.

QUALIFICATIONS:

• Current P&C License
• Bachelor's degree or equivalent work experience in the insurance industry preferred.
• Proven track record in client relationship management, with excellent interpersonal and communication skills.
• Strong organizational and project management abilities to handle multiple tasks and deadlines effectively.
• Exceptional attention to detail and accuracy.
• Strong problem-solving skills and ability to make sound decisions independently.

Extra consideration given for:

• Prior experience in account servicing and insurance brokerage operations
• Proficient in Microsoft Office Suite and insurance-specific software.
• Experience with AMS 360 and ImageRight.

PHYSICAL DEMANDS:

• While performing the duties of this job the employee is regularly required to sit or stand at a desk.
• Must be able to physically operate desktop computers, multiple monitors, proprietary software, phones, and common office equipment.
• Occasional bending, reaching, and light lifting (up to 10 lbs.) is required.
• The ability to effectively listen, understand, and communicate by telephone and in person is important to fulfilling the essential functions of the job.

WORK ENVIRONMENT:

• This position is a hybrid position requiring 3 days in our Richardson, TX office and 2 days remote, after applicable training is complete .
• Occasionally working after hours may be required to meet the demands and deadlines associated with the position.
• The work environment involves the use of typical office equipment such as a computer, printer, telephone, etc. in a controlled climate.