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Symphony Risk Solutions LLC

Client Account Analyst


Job Overview

We are a fast growing and dynamic company with multiple opportunities to contribute to the long-term strategic initiatives of the client servicing team.

The ideal candidate will be well-organized, detail-oriented, and comfortable interfacing with company clients, employees, vendors, and management.

Salary Range: $40,000.00 - $60,000.00 per year

Benefits

Health Benefits

PTO

401(k)

Requirements
  • Associate Degree.
  • 3+ years working experience.
  • Insurance industry experience preferred.
  • Experience with AMS and ImageRight preferred.
Responsibilities

The ideal candidate will manage account servicing needs; including but not limited to:

  • Obtaining applications and exposure information
  • Quoting coverage with insurance companies
  • Managing the billing/invoicing of bonds
  • Sending out invoices to clients and ensuring timely payment
  • Accounting reconciliation with internal accounting department and insurance companies
  • Creating and maintaining account in internal company database and files
  • Managing ongoing client servicing needs

Remote Type: No
Job Type: Full-Time
Job Category: Insurance Sales
Location: Richardson,TX,75080,US

About Us

Symphony Risk is a next-generation, full service insurance brokerage, risk management advisory, and employee benefits consulting advisory for the risk and human capital needs of middle market and lower Fortune 500 businesses, private equity firms and alternative asset managers, corporate executives, and high-net-worth families.

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Phone: 972-202-3945

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