American National Bank of Texas

  • Employee Benefits Account Assistant

    Posted Date 1 month ago(4/19/2018 5:32 PM)
    Job ID
    2018-2595
    Location
    US-TX-Dallas
    Location Name
    ANBTX Insurance Services
  • Overview

    Guided by our values since 1875, American National Bank of Texas strives, through the power of relationships, to be the preferred bank of choice for individual and business customers in the communities that we serve.

    Building relationships with our customers, employees, and communities are at the core of everything we do. Join us as we provide our customers with solutions, not just products.  We believe in teamwork and empowering high performers who are committed to our mission while achieving personal and professional success. 

    Responsibilities

    The Account Assistant assists Account Managers with a variety of tasks in the upkeep of customer accounts and records including preparation of printed material to be given to the customer.   Responsibilities include:

     

    • Assisting Account Managers in the maintenance of account documentation
    • Processes clients database information (additions/Deletions)
    • Documents activity with carriers and clients in agency management system
    • Performs clerical duties as assigned

    Qualifications

    Qualifications

    • High School diploma or GED; Associate's Degree preferred
    • 1 year of experience in the insurance field
    • Texas Life & Health license

    Skills

    • Handles the correspondence and processing of accounts including file maintenance
    • Proficient in Microsoft Office products - Microsoft Excel and MS Word
    • Excellent communication and organizational skills
    • Ability to multi-task efficiently
    • Ability to prioritize work assignments
    • Basic keyboarding and calculator skills
    • Willing to expand knowledge of insurance through continuing education
    • Must be able to do simple math and carry out written instructions.
    • Work occasionally requires more than 40 hours per week to perform the essential functions of the position
    • Lifting in an office setting may be required up to 30lbs.

     

    Equal Opportunity Employer

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