Customer Service Assistant - C F Mc Donald Electric Inc

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• Hinojosa Law

  

  Legal Receptionist / Intake Specialist

  11 months ago

  Houston

  Job DescriptionBenefits: • 401(k), • 401(k) matching, • Health insurance, • Paid time off Plaintiff's personal injury litigation firm is seeking a Legal Receptionist / Intake Specialist to become a part of our growing team. Fluent in both English and Spanish is required. Experience in a law office setting is preferred, but not required. Responsibilities / Duties: • Meet, greet, and screen new potential clients over the phone or in person, • Answer and route incoming calls on a multi-line telephone system and take detailed messages as needed., • Perform clerical duties such as filing, copying, faxing, emailing, etc., • Ensure neatness of lobby and conference room areas., • Monitor reception area so that non-employees are not permitted into the office without being identified., • Provide interpreting and translating services (both verbal conversation and reading and translating written documents) for Spanish-speaking clients., • Onboard new clients by gathering, processing, and managing information through the firms system, • Enter and set up new client information into the firms database, • Make follow up calls to potential new clients and gather missing documents, • Regularly email management with new intakes for case assignment, • Assist in updating the firms spreadsheets as cases are signed up, • Draft and send out drop notices, letters of protection, and letters of representation, • Gather incident reports and police reports for case evaluation, • Perform other duties as assignedRequirements, • Fluent in Spanish and English, • Strong written, proofing, and verbal communication skills required, • Excellent customer service skills, • Compassionate and able to handle sensitive and confidential information, • Ability to prioritize tasks, manage time properly, and work independently, • High attention to detail and organizational skills, • Due to constant client contact, must be customer-service oriented and present a professional image, • Ability to thrive in a fast-paced, dynamic environment, • High school diploma or equivalent, Bachelors degree preferred, • Familiarity with Google Workspace tools such as Google Docs and Google Sheets, • Proficient in data entry

• Duncan Financial Group

  

  Personal Lines Account Manager

  1 month ago

  Houston

  Job Description About Duncan Financial Group Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us. Personal Lines Account Manager Job Summary: The Personal Lines Account Manager is the liaison between the client and the insurance carriers. The Account Manager is responsible for developing and maintaining professional relationships with both parties. Provide outstanding customer service and sales support while growing and maintaining a book of business. Efficient and prompt handling of quoting, applications, claims, change requests, and client inquiries. Organization, motivation, and independent. Complete courses in addition to CE for current carrier knowledge of underwriting guidelines and industry trends. The position will require a commitment to in-office workdays as well as provide flexibility of remote work. Nature and Scope: This position works under the direction of the Manager while exercising integrity, accountability, and independent judgment. This position interacts with our clients, all company departments, and carriers to implement new clients and support existing clients to benefit from increased use of the company’s programs and services. Duties and Responsibilities: New Client Implementation • New client account setup in Epic with as much detail as possible., • Prepare and maintain necessary documentation including copies of quotes, quote sheets, dec pages, applications, waiver forms and any other necessary forms required by agency and/or carrier., • Create and follow-up on any open activities and close out when tasks completed., • Develop relationships with current clients to actively cross-sell and refer other lines of business within the firm., • Increase sales through account rounding, referrals from clients, and outside business., • Evaluate prospect’s current insurance while offering alternatives based on coverage and price., • Present proposals and finalize the sale of policies., • High proficiency of Epic quotes, carrier website rating systems, and other rating tools to provide prompt and accurately priced quotes., • Obtain signatures on necessary applications, forms, documents, etc., • Provide accurate and courteous service to clients., • Collaborate and communicate with clients daily to meet and understand their needs., • Address and resolve client issues and/or complaints promptly., • Process applications, payments, corrections, endorsements, cancellations, and proofs of insurance per request., • Clearly communicate and explain coverages., • Monitor renewal expiration lists to perform an annual review and risk exposure analysis., • Focus on retention with a more proactive approach vs. reactive and remarket policies whenever appropriate., • Assist clients through the claims process., • Support the company’s vision and goals., • Contribute to the goals and objectives of the department., • Communicate on a regular basis to management, discussing any issues needing escalated., • Work well will others, maintain a positive attitude, and provide assistance and support to peers., • Maintain a positive and professional relationship with employees of all departments., • Follow processes in place for agency sweep payments., • Communicate any issues or requests first that are outside normal procedures., • Provide receipts and checks to be deposited in the agency account promptly., • Strong knowledge of carrier products, coverages, and underwriting guidelines., • Follow workflows, processes, and procedures with consistency to reduce E&O exposure., • Maintain client files accurately and consistently ensuring proper documentation, including adding activities with notes of conversations and following workflows according to agency procedures., • Monitor daily activities assigned to accounts in Epic., • Utilize Glovebox for clients for better efficiency., • Work efficiently by following appropriate workflows., • Attend all scheduled meetings for department and company., • High school diploma or GED equivalent; College degree desired with a minimum of 2+ years Personal Lines experience required., • Must hold an active Pennsylvania Property & Casualty License., • CISR designation or equivalent a plus., • Computer and technical skills are required, including excellent typing, working in a paperless environment, and proficiency in Microsoft Office products, Applied Epic, CRM system(s), and carrier websites., • Excellent communication skills, both written and oral, including telephone communication., • Excellent time management and organizational skills with the ability to handle multiple tasks/projects, set priorities, solve problems, and remain calm under pressure, • Self-motivated and the ability to work independently in a fast-paced environment., • Strong attention to detail while maintaining security of confidential information. Office Locations: • 201 South Johnson Road, Suite 102, Houston, PA 15342 (DeLucia & DeZomba), • Competitive Compensation, • Health Insurance Plans (PPO, HSA, Copay Options), • Dental Insurance, • Vision Insurance, • Company Paid Disability Insurance, • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance, • 401(k) with Safe Harbor Match, • Paid Time Off

• M&Y Personal Injury Lawyers

  

  Intake Specialist Needed at Personal Injury Law Firm

  16 days ago

  Houston

  Job Description ARE YOU A CLOSER WHEN IT COMES TO TELEMARKETING SALES? DO YOU SPEAK PERSUASIVELY AND EFFECTIVELY TO WHERE YOU CONVINCE WHOEVER YOU ARE TALKING TO THAT THEY NEED THE PRODUCT OR SERVICE YOU ARE SELLING? ARE YOU TIRELESS ON THE PHONES TO WHERE YOU CAN MAKE AND RECEIVE 100+ CALLS A DAY AND SPEND 6-8 HOURS ON THE PHONE? ***If you answered "Yes" to each question above, this job was created for you and you will thrive here. If you answered "No" to any questions, please do not apply. Our law firm looking for an attentive, experienced, and TIRELESS person to join our intake team that responds to our telephonic and digital marketing client leads and inquiries. This position requires someone that is HIGHLY MOTIVATED to succeed and is the the ultimate “people person” that can naturally connect with potential clients with the goal of encouraging the potential clients to retain our law firm by understanding our law firm and communicating to the potential client why it stands out. This position requires someone to be compassionate, empathetic, yet persuasive. The applicant needs to be immediately responsive to incoming leads, outgoing, organized, and able to manage a high volume of daily leads and stay organized by doing the following: REQUIREMENTS: • Prior experience working in intake at a law firm, preferably a personal injury law firm, • EXCELLENT COMMUNICATION AND SALES SKILLS BY SPEAKING PERSUASIVELY AND CONNECTING WITH PEOPLE, • Be prepared to spend 6-8 hours a day on the phone contacting potential leads, • Immediate reply to contact form submissions from potential clients at all hours of the day, • Ability to quickly evaluate and qualify (or disqualify) potential cases, • Retain potential clients or continue to follow up with potential clients until they retain our law firm, • Be tech savvy and familiar with Office and CRM softwares (we use Lead Docket), • Prior experience doing intake for a plaintiff's law firm or prior experience in sales, • Consistent and stable prior employment Company DescriptionWe are a large and successful personal injury law firm that is looking to add talented, hard-working people looking for long-term employment to our already successful team.We are a large and successful personal injury law firm that is looking to add talented, hard-working people looking for long-term employment to our already successful team.

• Hoxton Circle

  

  Technical Accounting Manager - Houston or NYC location

  19 days ago

  Houston

  Job Description Our client, a rapidly growing company, is seeking a Technical Accounting Manager to join their dynamic accounting and financial reporting team. This is a highly visible and impactful role, ideal for a self-starter who thrives in fast-paced environments and brings deep expertise in technical accounting, complex transactions, and US GAAP. If you're looking to make a significant contribution to a high-performing team while working on exciting and challenging financial reporting issues, we'd love to hear from you. Key Responsibilities: • Research, evaluate, and document the US GAAP and SEC reporting implications of complex transactions, including leases, revenue recognition, financings, derivatives, and business combinations., • Partner cross-functionally to support the technical implementation of new agreements and initiatives., • Review lease contracts and apply appropriate accounting treatment under ASC 842., • Lead technical accounting matters for business combinations, divestitures, impairments, and other complex transactions in coordination with valuation experts and auditors., • Play a key role in the adoption of new accounting standards, developing accounting policies, and implementing best practices across the company., • Draft or update accounting policies, create white papers, and prepare internal training materials to support accurate and compliant financial reporting., • Serve as a primary point of contact with external auditors on technical accounting matters. Qualifications: • Bachelor's or Master's degree in Accounting; CPA required, • Minimum of 5+ years of accounting experience, including technical accounting. Big 4 public accounting experience or accounting advisory experience preferred., • Deep knowledge of US GAAP, SEC reporting, and technical accounting guidance., • Strong experience with lease accounting, revenue recognition, debt, fixed assets, and business combinations., • Proven ability to assess the accounting impact of complex transactions and communicate findings clearly and concisely., • Exceptional research, writing, and presentation skills for preparing technical memos and internal documentation., • Proficiency with Microsoft Excel, Word, PowerPoint, SharePoint, and Teams., • Experience with Workiva is a strong plus., • Highly organized, action-oriented, and capable of managing multiple priorities under tight deadlines., • A collaborative and humble professional who brings both confidence and enthusiasm to their work.

• APR

  

  Commercial Lines Account Manager | Hybrid

  25 days ago

  Houston

  Job DescriptionJob Title: Commercial Lines Account Manager | Client Service Manager Salary Range: $75,000 - 85,000 Location: Houston, TX | Hybrid Our agency partner is an independent insurance agency committed to providing outstanding service to our clients. We are currently seeking an experienced Commercial Lines Account Manager with a strong background in servicing a diverse range of commercial accounts. This role is pivotal in maintaining and growing our client relationships through expert management and consultation. Key Responsibilities: • Expertise in Diverse Accounts: Bring a working knowledge of Property and Casualty accounts across various industries including, • Construction, Manufacturing, Retail, and Restaurants., • Client Consultation & Support: Respond to client inquiries regarding policy and coverage, ensuring accurate and timely advice., • Policy Management: Skillfully market and quote new business and account renewals, striving for optimal coverage and cost efficiency for clients., • Carrier Relations: Liaise with multiple carrier underwriters, leveraging these relationships to benefit client accounts., • Experience: 3-5 years (or more) in the insurance industry, specifically in servicing commercial accounts., • Licensing: Must possess a current Property and Casualty license., • Software Proficiency: Experience with Applied (TAM or EPIC) or AMS360 is preferred., • Industry Knowledge: A solid understanding of the Insurance and/or Brokerage business., • Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook)., • A collaborative and supportive work environment., • Opportunities for professional growth and development.

• Accounting Consulting Firm

  

  Accounting Manager

  2 days ago

  Houston

  Job Description • Oversee all aspects of accounting and finance for church with private pre-school and mother’s day out program, as well as a documentary & podcast production non-profit. Accounting responsibilities include but are not limited to:, • Donation revenue recognition, • Tuition revenue recognition, • Pledge & capital campaign revenue recognition and tracking restricted fund balances, • Monthly bank, credit card, and merchant services reconciliations, • Accounts payable processing and expense documenation, • Recording payroll transactions in the general ledger, • Investigating and reconciling discrepancies in accounts receivable and payable, as well as payroll, • Preparing and making bank deposits, as well as preparing statements for review; and, • Auditing purchase orders and invoices., • Prepare monthly, quarterly & year-end financial reports for board., • Maintain accurate records, including journals, ledgers, receipts, and invoices., • Ensure compliance with non-profit Generally Accepted Accounting Principles (GAAP)., • Prepare for and participate in yearly financial audit., • Manage HR policies and procedures., • Oversee onboarding, compensation, and benefits for all staff., • Oversee payroll, including retirement plan. Review quarterly & year-end payroll tax filings., • Prepare and issue vendor 1099s., • Minimum 2 years Quickbooks Online experience preferred., • Non-profit experience is preferred.

• christopher James - State Farm Agent

  

  Account Manager - State Farm Agent Team Member

  2 days ago

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• Benchmark Insurance Group & Rise Group

  

  Commercial Lines Account Manager

  5 days ago

  Houston

  Job DescriptionSalary: $60,000.00 - $90,000.00 per year About Us: Benchmark Insurance Group of Texas is a dynamic, fast-growing wholesale and retail brokerage specializing in the real estate, construction, and hospitality sectors. We offer comprehensive risk management solutions by leveraging market-leading technologies to enhance underwriting, claims handling, and policy servicing. We focus on transparency, strategic coverage comparison, and building strong, long-term relationships. Were not just looking for employees; were looking for committed partners eager to grow with us and redefine the future of insurance. The Role: As a Commercial Account Manager, you will be responsible for managing a portfolio of commercial accounts, ensuring clients receive excellent service and the right coverage solutions. You will play a crucial role in supporting clients through the policy lifecycle, providing proactive communication, and identifying opportunities to enhance client satisfaction and retention. If you excel in managing relationships, possess a deep understanding of commercial insurance, and enjoy working in a fast-paced, client-focused environment, this role is for you. Why Join Us? • Be part of a company that prioritizes professionalism, innovation, and relationships., • Engage with a diverse portfolio of clients in high-growth sectors., • Contribute to a collaborative environment that values long-term partnerships. Job Roles & Responsibilities Account Management & Client Service • Serve as the primary point of contact for assigned commercial accounts, ensuring timely and effective communication with clients., • Address client inquiries, manage endorsements, renewals, and claims with precision and speed., • Review client portfolios regularly, ensuring adequate coverage and identifying opportunities for cross-selling or up-selling additional products. Client Retention & Satisfaction • Manage the renewal process, proactively identifying coverage gaps and presenting alternative solutions to maintain high client retention rates., • Conduct periodic reviews and coverage assessments with clients to enhance satisfaction and ensure proper risk management. Team Collaboration • Collaborate with underwriters, claims specialists, and sales teams to deliver seamless service and ensure the best outcomes for clients., • Provide input on client needs, market trends, and service improvements to management. Documentation & Compliance • Ensure accurate documentation of client interactions, policies, and changes within the agency management system., • Stay updated on industry trends and regulatory requirements to provide compliant and relevant coverage solutions. Sales Support & Strategy • Assist Account Executives with new business development by supporting sales presentations, providing coverage recommendations, and preparing proposals., • Contribute to the growth of Benchmarks market share by actively identifying leads and referring prospects. Qualifications Needed: • State-issued, valid insurance license(s) required: Property and Casualty Insurance License(required), • Previous experience in the insurance industry as an account manager for commercial lines(required), • A thorough understanding of a variety of insurance company policies and insurance coverage offerings, including their costs and benefits, • Sound knowledge or eagerness to learn the intricacies of working procedures within commercial enterprises to best advise clients on relevant policies, • Proficient in Microsoft Office programs such as Word and Excel(required) Benefits: • Dental insurance, • Health insurance, • Paid time off Supplemental Pay: • Bonus opportunities, • Commission pay, • Percentage of Revenue Bonus Education: • High school or equivalent (Preferred) Experience: • AMS360: 2 years (Preferred), • Insurance sales: 3 years (Preferred) License/Certification: • Property & Casualty License (Required) Work Location: In person