Jobs

Thank you for your interest in Ai United Insurance. Below is a list of our open positions.

Customer Service Representative / Insurance Agent

Customer Service Representatives / Insurance Agents are responsible for handling multiple types of customer experience inquiries, resolving service concerns, documenting customer requests, and completing changes to policies. Other responsibilities of a Customer Service Representative may also include:

  • Performing administrative tasks
  • Attending meetings, seminars and programs to learn about new products and services, learning new skills, and receiving technical assistance in developing new accounts
  • Provide various types of insurance policies to businesses and individuals
  • Calculating premiums and establishing payment methods
  • Communicating with customers through phone calls, texts, email and other forms of communication
  • Communicating with underwriting departments and submitting forms
  • Customizing insurance programs to suit individual customers
  • Ensuring that policy requirements are fulfilled, including the completion of appropriate forms
  • Explaining features, advantages and disadvantages of various policies
  • Seeking out new clients and developing clientele by networking to find new customers and generating lists of prospective clients
  • Get licensed or obtain continuing education courses for licensing purposes

To effectively perform the duties of a Customer Service Representative/ Insurance agent, individuals must be able to demonstrate a number of competencies that are essential to the position, which include:

  • Bilingual (Spanish/ English) Required
  • Basic computer knowledge; ability to type 20+ WPM
  • Possess strong interpersonal skills
  • Be able to communicate clearly, both written and orally
  • Be able to prioritize and plan work activities as to use time efficiently
  • Be organized, accurate, thorough, and able to monitor work for quality
  • Be dependable, able to follow instructions, respond to management direction, and must be able to improve performance through management feedback
  • Reliable transportation

Education/Licensing:

  • High School Diploma or GED
  • 0 - 6 months Customer Service / Insurance / Sales Experience (preferred)
  • Valid County Mutual, Limited Lines or Property & Casualty License in Texas (preferred)

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 20 pounds.


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Executive Assistant

An Executive Assistant provides a wide range of support services for high-level corporate managers as well as for other top-level executives. Responsibilities of an Executive Assistant may also include:

  • Providing high-level administrative support
  • May set up personal appointments and manage the daily schedule
  • Overseeing office projects, such as the preparation of slides or demos to be used by executives
  • Preparation of reports, memos, letters, or other documents, using word processing, spreadsheet, database, or presentation software
  • Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees and boards of directors
  • Attend meetings to record minutes
  • Performing general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
  • File and retrieve corporate documents, records, and reports

Education/ Experience:

  • High School diploma or equivalent required
  • A minimum of three (3) years previous office or administrative experience required
  • Strong computer and research skills, flexibility, excellent interpersonal abilities
  • Type a minimum of 45 WPM
  • Proficient in Microsoft applications
  • Demonstrated intermediate to advanced written communication skills (spelling, grammar, and punctuation) and verbal communications skills

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision.


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HR Clerk / Assistant

The Human Resources Administrative Assistant is responsible for assisting the Human Resources Department with employee hiring, administrative duties, clerical duties including filing, faxing, copying, and organizing departmental files. Other job responsibilities of a Human Resource Administrative Assistant may also include:

  • Participating in recruitment efforts
  • Posting job ads and organizing resumes and job applications
  • Scheduling job interviews and assisting in interview process
  • Collecting employment and tax information
  • Familiar with I9 and Everify
  • Ensuring background and reference checks are completed
  • Preparing new employee files
  • Overseeing the completion of compensation and benefit documentation
  • Orienting new employees to the organization (setting up a designated log-in, workstation, email address, etc.)
  • Conducting benefit enrollment process
  • Administering new employment assessments
  • Processing payroll
  • Facilitating resolutions to any payroll errors
  • Maintaining current HR files and databases
  • Updating and maintaining employee benefits, employment status, and similar records
  • Manage employee time keeping
  • Maintaining records related to grievances, performance reviews, and disciplinary actions
  • Performing file audits to ensure that all required employee documentation is collected and maintained
  • Completing termination paperwork and assisting with exit interviews

To effectively perform the duties of a Human Resources Assistant, individuals must be able to demonstrate a number of competencies that are essential to the position, which include:

  • Possess strong interpersonal skills
  • Be able to communicate clearly, both written and orally, as to communicate with employees, members of the HR management team, and in group presentations and meetings
  • Be able to prioritize and plan work activities as to use time efficiently
  • Be organized, accurate, thorough, and able to monitor work for quality
  • Be dependable, able to follow instructions, respond to management direction, and must be able to improve performance through management feedback

Education/Experience:

  • High School diploma or equivalent required
  • A minimum of two (2) years previous office or administrative experience required
  • Strong computer, flexibility, excellent interpersonal abilities
  • Type a minimum of 35 WPM
  • Proficient in Microsoft applications
  • Demonstrated intermediate to advanced written communication skills (spelling, grammar, and punctuation) and verbal communications skills

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision


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Operations

  • Recording, processing, verifying and maintaining records of financial transactions
  • Recording, processing, verifying and maintaining records of maintenance tasks
  • Work with local government agencies to obtain and keep up to date all inspection and permitting
  • Oversee the registration, inspection, and maintenance of all company vehicles
  • Communicate clearly and effectively with landlords, contractors, and different vendors
  • Schedule vendor appointments for different locations, such as pest control, HVAC, contractors etc.
  • Receiving, reporting, and assigning tech issues
  • Data entry
  • Track and report all maintenance, security, or IT issues
  • Maintain/ renew location leases

Education / Experience and Skills:

  • High School Diploma or GED
  • 6 months - 1 year Customer Service/Insurance Sales Experience preferred
  • 1-2 years of Lead/Supervisory experience, preferred
  • Good organizational and interpersonal skills
  • Good Computer knowledge
  • Able to work independently with minimal/no supervision
  • Ability to quickly learn any Company/Proprietary software is necessary
  • Bilingual (Spanish/English) preferred, but not required

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision. Occasional travel out of town may be necessary.


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Regional Manager

The Regional manager's main duty will be to oversee the improved production of the district managers and their stores. The Regional Manager will work with the corporate executives to review sales production results and store operations.

  • Manages multiple locations with agents and District managers within a geographic zone
  • Oversee production reports to make sure that results are being entered and review the results with the district managers
  • Visit with District Managers daily and assist in sales coaching
  • Work with district managers to review their store's production and make sure the processes are being followed
  • Assist in interviews and approval of applicants
  • Assist with onboarding or offboarding when necessary
  • Perform evaluations of district managers and oversee their evaluations of their reps
  • Give suggestions for changes to processes to corp. executives
  • Make sure that “Now Hiring” signs are being placed in Districts that are short staffed
  • Handle escalated customer complaints and issues
  • Assist in finding locations for possible future stores
  • Stay up to date on insurance company policies and procedures
  • Discuss monthly goals with Managers and Agents to formulate strategies to accomplish goals and meet monthly targets
  • Flexible to travel within their zone and outside of their zone for training and cross audit purposes

Education/Experience and Skills

  • High School Diploma or GED, Some College preferred
  • 1 - 2 years Customer Service/ Insurance Sales Experience required
  • 2 - 3 years of Lead/ Supervisory experience, preferre
  • County Mutual License required, Property & Casualty (P&C) preferred

Job Responsibilities

  • Monitors sales goals and procedures as appropriate for each manager and store based on goals set for each location and the whole zone
  • Designs and recommends regional sales and marketing promotions and sets short and long-term retail sales strategies for the zone
  • Familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals
  • Responsible for hiring and training all retail employees/staff
  • Promotes positive attitude to ensure excellent customer service skills are being utilized when Agents are interacting with our customers as well as with the other Agents daily

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District Manager

The District Manager is responsible for ensuring all required tasks for all locations are carried out by all employees in his/her designated zone. The District Manager is responsible for additional tasks delegated by and reports directly to the Regional Manager and manages and directs a sales force to achieve sales and profit goals.

Responsibilities

  • Manages multiple locations with agents designated within a geographic zone
  • Screen applicants, interview, and hire new agents
  • Promote positive attitude to ensure excellent customer service skills are being utilized when Agents are interacting with customers as well as with the other team members
  • Manage staff members by by setting goals, giving performance evaluations, and providing staff members with training opportunities and guidance
  • Monitoring agents for attendance and other disciplinary issues, such as cell phone use, personal calls, and employee performance of job function
  • Create and implement weekly work schedule for agents
  • Handles any escalated customer service issues that may arise
  • Direct and observe Agents to ensure performance of tasks and customer service levels are being met

To effectively perform the duties of a District Manager, individuals must be able to demonstrate a number of competencies that are essential to the position, which include:

  • Possess strong interpersonal skills
  • Be able to communicate clearly, both written and orally, as to communicate with employees, members of the HR management team, and in group presentations and meetings
  • Be able to prioritize and plan work activities as to use time efficiently
  • Be organized, accurate, thorough, and able to monitor work for quality
  • Be dependable, able to follow instructions, respond to management direction, and must be able to improve performance through management feedback

Education/ Experience and Skills

  • High School Diploma or GED
  • 0 - 6 months of Customer Service/ Insurance Sales Experience required
  • 1 - 2 years of Lead/ Supervisory experience, preferred
  • Good organizational and interpersonal skills with a strong customer focus
  • Basic Computer knowledge and possess strong written, verbal and people skills
  • Demonstrated intermediate to advanced written communication skills (spelling, grammar, and punctuation) and verbal communications skills
  • Able to work independently with minimal/no supervision
  • Ability to quickly learn any Company/ Proprietary software is necessary
  • Bilingual (Spanish/English)

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Accounting Manager

An accountant manager is responsible for developing and then maintaining the accounting systems and procedures that accountants use to collect, analyze and verify an organization’s financial data.Some job responsibilities of an Accounting Manager include:

  • Month-end closing of books
  • Reconcile all accruals
  • Quarterly calculation of producer formulas
  • Calculation of manager bonuses
  • Internal company and external ancillary payables, accounts receivables, vendor payables, direct bill statements and cash reconciliation functions
  • Regularly perform reconciliation on all bank accounts between the general ledger and bank statements
  • Reconciliation general ledger and trial balance to insure accuracy prior to month-end closing
  • Prepare and record journal entries as needed for adjustments to general ledger accounts
  • Oversee internal accounting controls
  • Establish and monitor accounting policies and procedures
  • Prepare various month-end schedules for management
  • Prepares business/financing estimates, forecasts, budgets, and cash requirements
  • Monitors cash flow and purchase investments
  • Prepare monthly account current payables
  • Calculate outside commissions due on a monthly basis
  • Responsible for the integrity of financial records
  • Supervise the accounting staff
  • Responsible for company's fixed assets
  • Prepare and issue checks on appropriate dates, according to Company's payment policy
  • Prepare payroll and tax reports
  • Keeping track of all payments and expenditures, including payroll, purchase orders, invoices, statements, etc.
  • Reconciling processed work by verifying entries and comparing system reports to balances
  • Maintaining historical records
  • Paying employees by verifying expense reports and preparing pay checks
  • Paying vendors by scheduling pay checks and ensuring payment is received for outstanding credit; generally responding to all vendor enquiries regarding finance
  • Preparing analyses of accounts and producing monthly reports
  • Continuing to improve the payment process
  • Store corrections, refunds and voids

Education / Experience and Skills:

  • High School diploma or G.E.D.
  • Minimum of two (2) years’ experience in an accounting position
  • Knowledge of general accounting principles
  • General math skills
  • Proficiency in MS Office, including the ability to operate computerized accounting and spreadsheet programs
  • Proficient in Quickbooks
  • High degree of accuracy, attention to detail and confidentiality
  • Excellent data entry skills
  • Effective verbal, listening and written communication skills
  • Effective organizational, stress and time management skills

Some physical requirements of the position may include:

  • Regularly spend long hours sitting and using office equipment and computers
  • Regularly move from sitting to standing positions effortlessly
  • Regularly spend long hours in intense concentration reviewing and entering financial information into a computer
  • Regularly use hands and fingers to handle, control or feel objects
  • Frequently bend to file and maintain files
  • Occasionally lift 15-25 pounds

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AR / AP Clerk

Review all invoices for appropriate documentation and approval prior to payment

  • Process payments via ACH and process check requests
  • Handling payments in an organized and timely manner
  • Keeping track of all payments and expenditures and data entry in Accounting system
  • Respond to all vendor inquiries
  • Maintain files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices
  • Assisting with audit support as necessary
  • Assist with other projects as needed

Education / Experience and Skills:

  • Minimum of two (2) years’ experience in an Accounts Payable/ Accounts Receivable position
  • Knowledge of general accounting principles
  • General math skills
  • Proficiency in MS Office, including the ability to operate computerized accounting and spreadsheet programs
  • Proficient in Quickbooks
  • High degree of accuracy, attention to detail and confidentiality
  • Excellent data entry skills
  • Effective verbal, listening and written communication skills
  • Effective organizational, stress and time management skills

Some physical requirements of the position may include:

  • Regularly spend long hours sitting and using office equipment and computers
  • Regularly move from sitting to standing positions effortlessly
  • Regularly spend long hours in intense concentration reviewing and entering financial information into a computer
  • Regularly use hands and fingers to handle, control or feel objects
  • Frequently bend to file and maintain files
  • Occasionally lift 15-25 pounds

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Website & Graphic Designer

A Web & Graphic Designer will work closely with our operations team to continuously manage our online presence and create effective tools for interaction between the company, employees, and customers. The candidate will work regularly with both operations and product development teams to design, refine, and implement digital marketing materials and some print materials for our products, and to support our existing branding and print materials.

Other job responsibilities may also include:

  • Oversees conceptualization, content and design of all graphic content such as social media content, including ad creation
  • Internal and external print communications
  • Promotional content
  • Branded merchandise
  • Web and multimedia graphics
  • Develops concepts based on input and vision from other senior staff
  • Maintains a consistent creative process to move projects from concept to completion

While performing the duties of this job, the employee may be required to:

  • Sit for long periods of time.
  • Use their hands to handle, control, or feel objects, tools, or controls
  • Repeat the same movements
  • Specific vision abilities required by this job include close vision
  • See details of objects that are less than a few feet away
  • See differences between colors, shades, and brightness

To effectively perform the duties of a Website and Graphics Designer, individuals must be able to demonstrate a number of competencies that are essential to the position, which include:

  • Basic computer knowledge; ability to type 30+ WPM
  • Possess strong interpersonal skills
  • Be able to communicate clearly, both written and orally
  • Be able to prioritize and plan work activities as to use time efficiently
  • Be organized, accurate, thorough, and able to monitor work for quality
  • Be dependable, able to follow instructions, respond to management direction, and must be able to improve performance through management feedback

Education/Experience and Skills:

  • High School Diploma or GED
  • 1-2 years of website and graphic design experience, preferred

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision.


Apply for this Position