Symphony Risk Solutions, LLC. is looking for an experienced and committed individual to join our team as a Full-Time Insurance Account Associate. As an Account Associate, you will be responsible for maintaining and nurturing strong relationships with our valued clients. Your exceptional interpersonal and organizational skills will be vital in ensuring client satisfaction and retention.

Are you an enthusiastic, detail-oriented, and client-focused individual with a passion for providing exceptional service in the insurance industry?

If so, we have an exciting opportunity for you to join our team.

Salary Range: $75,000.00 - $90,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Career Growth Opportunities

Retirement Plan

QUALIFICATIONS:

• Bachelor's degree or equivalent work experience in the insurance industry preferred.
• Equivalent work experience should include at minimum 5+ years of P&C insurance experience, with 3-5 years of experience in managing a commercial lines book of business.
• 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:

• Current P&C License
• Prior experience in account servicing and insurance brokerage operations
• Proficient in Microsoft Office Suite and insurance-specific software.
• Experience with AMS360 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.

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 pre-renewal, renewal, and post-renewal process, ensuring seamless transitions for our clients.
• Identify and execute cross-sell and upsell opportunities on client accounts.
• Collaborate closely with the accounting team on client invoicing and collections, ensuring accurate and timely resolution of financial matters.
• Act as a key client liaison for various needs, including but not limited to: certificates of insurance, cancellations/rewrites, claims, premium audits, auto ID cards, endorsement processing, invoicing, 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.

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.