About us
W. M. Jones & Company, Inc.
W M Jones & Company, Inc. has “family” environment and culture and has served the proud people of Texas since 1982 as a Trusted Choice Agent and a member of the Independent Insurance Agents of Texas. We are a full-service independent insurance agency insuring Commercial Lines, Personal Lines, and Life & Employee Benefits.
Employment opportunity:
W. M. Jones & Company, Inc. is currently searching for an outstanding Commercial Lines Account Manager or Assistant. In this role you would work with standard carriers such as Travelers, Liberty Mutual, UFG, Hartford, Texas Mutual WC, Utica, Berkshire Hathaway (GUARD), State Auto, and Nationwide, and a number of well-known brokers, such as Burns & Wilcox, CRC, and AmWins to service and support our commercial lines clients with renewals, new business, and remarketing. If you are looking for a new opportunity and would like to find out about us, we would like to find out about you!
- We are located in Houston’s Westchase District. The office hours are 830am-500pm.
- Salary is commensurate with experience.
- In addition to salary, licensed employees can also earn commission. The agency also shares a percentage of contingency commission with the staff, has a year-end bonus program, and rewards employees for years of service.
- Benefits include employer-paid medical, dental, vision, life/add, short-term and long-term disability for the employee
- Casual day every Friday
- Flexible Paid Time Off, including Paid Holidays
- Professional Development for your career encouraged and supported
- Full-time position; on-site (not remote or hybrid)
Responsibilities include, but are not limited to:
- Analyzes client needs, coverage forms and quotations.
- Completes applications, submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
- Orders and issues binders, certificates, policies, endorsements; verifies their accuracy; forwards them to the client with appropriate correspondence.
- Prepares summaries of insurance, schedules and proposals as needed.
- Processes renewals according to agency procedures.
- Reviews audits of policies, verifies accuracy and facilitates corrections
- Verifies policy and policy change information, facilitating corrections when necessary
- Promptly processes incoming mail and e-mails and phone requests
- Determines reasons for requests for cancellations; acts to save accounts.
- Processes and follows up on cancellations requests to carriers.
- Assists clients in submitting first reports of claims, facilitates prompt response from carrier, and follows up on claims status.
- Identifies exposures to loss and recommends appropriate coverages or safety programs
Personal Development, Knowledge & Skills:
- Sets priorities; manages work flow effectively; efficient; accurate- in all responsibilities.
- Maintains cordial and effective relationship with clients, coworkers, carriers, vendors and other business contacts.
- Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
- Utilizes good communications skills and cooperates purposefully. Provides information and guidance to achieve the business goals of the agency.
- Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
- Knowledge of insurance products and usage’s, insurance markets, insurance rating, and underwriting procedures.
Requirements:
- Property & Casualty Insurance License required
- Minimum 3 years independent agency experience
- Experience with insurance sales
- Experience with Applied EPIC agency management system preferred
Job Type: Full-time
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Supplemental pay types:
- Bonus opportunities
- Commission pay
Weekly day range:
Work setting:
Application Question(s):
- Do you have experience with the Applied EPIC Management System?
- Do you have experience with the Indio Platform?
Experience:
- Independent Insurance Agency: 3 years (Preferred)
License/Certification:
- Texas P&C General Lines Insurance License (Required)
Work Location: In person
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If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIAT member agency is a great career choice!
IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don’t work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.
IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?
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