Insurance Specialist

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. 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 is a plus. 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. #J-18808-Ljbffr Symphony Risk Solutions