client bookkeeper insurance

Texan Insurance

<div>About Artemis Insurance
Artemis Insurance is a trusted provider of personalized insurance solutions for individuals and businesses. With decades of industry experience, we specialize in home, auto, life, and commercial coverage designed to protect what matters most. 
Our culture is built on integrity, collaboration, and a commitment to exceptional service. We believe our people are our greatest strength, and we invest in our employees&rsquo; growth, development, and long-term success at every stage of their careers. 
At Artemis Insurance, you will join a team that values relationships, innovation, and making a meaningful difference for the clients and communities we serve. 
Who Thrives at Artemis Insurance
At Artemis Insurance, we value individuals who take pride in their work and are committed to delivering excellent service to our clients and teammates. Our team members approach their responsibilities with professionalism, integrity, and a strong sense of accountability. 
People who thrive here are collaborative, dependable, and motivated to contribute to a positive and supportive team environment. They are open to learning, adaptable to change, and committed to continuous improvement as both professionals and team members. 
Application Requirement
To be considered for this position, all applicants must complete the Culture Index Assessment as part of our hiring process. 
Please click the link below or copy and paste it into your browser to begin. The assessment takes approximately 5 minutes to complete. 
Link: https://go.cultureindex.com/p/xkD9IeAFKrKtz9IJYcVE 
The Culture Index helps us better understand your work style, strengths, and natural preferences. This information helps us align candidates with roles where they can succeed and contribute most effectively. 
Please Note: Applications will not be reviewed or considered until the Culture Index Assessment has been completed. 
About the Role
The Client Bookkeeper is responsible for managing and maintaining the accuracy of client-related financial transactions, including billing, receivables, payables, and account reconciliation. This role ensures that all financial activity related to client accounts is recorded accurately and aligns with internal systems, carrier statements, and agency processes. 
The Client Bookkeeper works closely with service and accounting teams to resolve discrepancies, support client account accuracy, and ensure timely processing of financial transactions. 
What Success Looks Like in This Role<ul><li>
Financial Accuracy &ndash; Client transactions are recorded accurately with minimal errors or rework.</li><li>
Reconciliation Effectiveness &ndash; Discrepancies are identified and resolved promptly.</li><li>
Timeliness &ndash; Billing, payments, and reconciliations are completed on schedule.</li><li>
Process Consistency &ndash; Financial procedures are followed consistently and accurately.</li><li>
Collaboration &ndash; Works effectively with service and accounting teams to resolve issues and support operations.</li></ul> 
Essential Duties and Responsibilities<ul><li>
Process and reconcile client-related financial transactions, including billing, payments, commissions, and carrier payables.</li><li>
Maintain accurate financial records for client accounts within agency and accounting systems.</li><li>
Reconcile discrepancies between client accounts, carrier statements, and internal records.</li><li>
Monitor accounts receivable balances and follow up on outstanding payments or discrepancies.</li><li>
Assist with accounts payable functions related to client and carrier activity.</li><li>
Collaborate with Account Managers and service teams to resolve billing and financial issues.</li><li>
Ensure all financial transactions are properly documented and compliant with company policies</li><li>
Support month-end processes by ensuring client financial data is accurate, complete, and reconciled.</li><li>
Maintain organized records and documentation for audit and reporting purposes.</li><li>
Identify and communicate opportunities to improve financial processes and accuracy.</li></ul>
This description is not intended to be an exhaustive list of duties and responsibilities. Employees may be assigned additional responsibilities as needed to support business operations. 
Skills and Attributes<ul><li>
Attention to Detail &ndash; Maintains a high level of accuracy in financial data entry, reconciliation, and recordkeeping.</li><li>
Numerical Proficiency &ndash; Comfortable working with financial data, calculations, and reconciliations.</li><li>
Organizational Skills &ndash; Effectively manages multiple accounts, deadlines, and priorities.</li><li>
Technical Proficiency &ndash; Experience with accounting software (e.g., QuickBooks or similar) and Microsoft Excel.</li><li>
Communication Skills &ndash; Communicates clearly with internal teams to resolve discrepancies and support operations.</li><li>
Problem-Solving &ndash; Identifies discrepancies and works proactively to resolve issues.</li><li>
Time Management &ndash; Meets deadlines and manages workload in a fast-paced environment.</li><li>
Knowledge of Accounting Principles &ndash; Understanding of accounts receivable, accounts payable, and reconciliations.</li></ul> 
Education<ul><li>
Associate&rsquo;s or Bachelor&rsquo;s degree in Accounting, Finance, or a related field preferred.</li></ul> 
Experience<ul><li>
2&ndash;4 years of experience in bookkeeping, accounting support, or financial operations.</li><li>
Experience with accounts receivable, accounts payable, and account reconciliations.</li><li>
Experience using accounting software (e.g., QuickBooks or similar systems).</li><li>
Experience working in a high-volume, detail-oriented environment.</li><li>
Industry-specific experience (e.g., Insurance) is preferred.</li></ul> 
Certificates, Licenses, and/or Specialized Requirements
None Required 
What We Offer
At Artemis Insurance, we believe our people are our greatest asset. We are committed to supporting our team members both professionally and personally. 
Competitive Compensation 
A competitive salary and benefits package designed to recognize your experience, performance, and contributions. 
Comprehensive Benefits 
Medical, dental, and vision coverage, along with additional benefit options to support your health and well-being. 
Retirement Planning 
401(k) with company contributions up to 4% to help you plan for the future and immediate vesting. 
Paid Time Off 
Generous PTO and 12 paid holidays so you can recharge and maintain a healthy work-life balance. 
Professional Development 
Access to our In-house Corporate Trainer, personalized development opportunities, and internal career growth pathways. 
Collaborative Culture 
A supportive and team-oriented environment where your ideas and contributions are valued. 
Community Engagement 
16 hours of additional paid volunteer time annually, plus company-sponsored community initiatives and events. 
Physical Requirements
None Required 
Work Environment and Schedule
This position may operate in an in-office, hybrid, or fully remote environment depending on the role, department, and business needs. Standard business hours at Artemis Insurance are typically Monday through Friday; however, schedules may vary by department, office location, or operational requirements. Specific work arrangements, schedules, and location expectations will be discussed during the interview process. 
Equal Opportunity Employer
Artemis Insurance is an equal opportunity employer and is committed to creating an inclusive workplace. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. 
Work Authorization
Applicants must be legally authorized to work in the United States. Artemis Insurance does not currently sponsor employment visas. 
 
Ready to Join Our Team?
If you are interested in building your career with Artemis Insurance, we encourage you to apply today. As part of our hiring process, applicants must complete the Culture Index Assessment listed above. We look forward to learning more about you and how you can contribute to our growing team. 
The pay range for this role is: 
48,000 - 58,000 USD per year(Houston, Texas)</div>

Client Bookkeeper, Insurance

World Insurance Associates, LLC

<div>World Insurance Associates (&ldquo;World&rdquo;) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll &amp; HR solutions. 
 
Insurance Sales Producer - Personal Lines Client Advisor 
Position Overview 
World&rsquo;s Personal Lines Client Advisors serve as trusted risk management partners to individuals and families. This role is centered on identifying, prospecting, cultivating, and closing new personal lines and private client relationships, with an emphasis on high-net-worth households.You will work closely with affluent individuals, families, family offices, wealth managers, and other key centers of influence to deliver sophisticated personal insurance solutions, including home, auto, umbrella, valuables, and specialty coverages. While your primary focus is personal lines, World&rsquo;s broad platform empowers you to collaborate across disciplines to meet the full spectrum of a client&rsquo;s risk and financial needs.Imagine the opportunity to build a high-quality personal lines book with the support, resources, and brand of a Top 25 brokerage. 
 
Primary Responsibilities<ul><li>
Identify, prospect, and cultivate new personal lines opportunities, with a focus on High-Net-Worth and Private Client accounts</li><li>
Develop relationships with affluent individuals, families, family offices, wealth managers, and other referral partners</li><li>
Serve as a trusted advisor by understanding clients&rsquo; lifestyles, assets, and long-term goals, and aligning them with tailored risk management solutions</li><li>
Execute sales and marketing strategies&mdash;supported by World&rsquo;s extensive corporate marketing resources&mdash;to move prospects through the sales funnel to close</li><li>
Track all sales and prospecting activity in HubSpot and fully leverage CRM tools to drive growth and accountability</li><li>
Utilize World&rsquo;s expansive platform to deliver comprehensive solutions, including personal lines insurance, high-net-worth/private client services, and coordinated access to employee benefits, retirement planning, and other specialty resources as appropriate</li></ul>
Qualifications<ul><li>
Proven experience advising clients on personal lines insurance, particularly for affluent or high-net-worth individuals</li><li>
Demonstrated ability to position yourself as a trusted risk management advisor and long-term relationship partner</li><li>
Willingness to bring the full World platform to each client when appropriate, collaborating with internal specialists to enhance client outcomes</li><li>
Active and maintained insurance licenses from day one of employment, enabling management of an existing or developing book of business</li><li>
It is meaningful, but not mandatory, if you have:<ul><li>
Experience selling personal insurance through a top brokerage or private client group</li><li>
Familiarity with agency management systems such as AMS360 or Epic, and experience using a CRM (World uses HubSpot)</li><li>
Experience building and presenting professional client proposals or coverage presentation</li></ul></li></ul>
Compensation 
As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $60,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. 
 
Equal Employment Workforce and Workplace 
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World&rsquo;s employees and World&rsquo;s work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World&rsquo;s business. 
 
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: 
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World&rsquo;s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World&rsquo;s Talent team. 
 
#LI-ET1
6bpbZySS7h</div>

Sales Executive - Personal Lines/ High Net Worth

Activ8 Chicago

Job Title: Sales &amp; Operations AssociateLocation: Houston, TXEmployment Type: Full-time, Temp-to-hire, Non-ExemptPosition OverviewAn infrastructure technology services company is seeking an entry-level Sales &amp; Operations Associate to support both business development and project operations. This role involves a combination of client-facing responsibilities, administrative support, and field-based project work.This is an excellent opportunity for an early-career professional to gain hands-on experience across sales support, client presentations, and operational activities while working closely with experienced managers.Key Responsibilities1. Sales &amp; Client Support<ul><li>Maintain and update CRM systems, client records, and internal tracking tools</li><li>Assist with preparation of proposals, quotes, invoices, and related documentation</li><li>Coordinate meetings, schedules, and communications with clients and internal teams</li><li>Deliver presentations using prepared materials to public-sector clients</li><li>Provide general administrative and follow-up support for business development efforts</li></ul>2. Operations &amp; Project Support<ul><li>Conduct field data collection using company-provided tools and equipment</li><li>Review and verify data and images for quality assurance purposes</li><li>Organize and maintain project-related datasets and documentation</li><li>Support coordination and execution of ongoing projects</li><li>Travel locally as needed for fieldwork and project support</li></ul>3. General Duties<ul><li>Perform additional administrative and operational tasks as assigned</li><li>Maintain organized records and ensure clear internal communication</li><li>Contribute to a collaborative, team-oriented work environment</li><li>Follow established procedures and guidance from management</li></ul>Reporting Structure<ul><li>Reports to both Sales and Operations leadership</li><li>Receives day-to-day operational guidance from on-site management</li><li>Works with remote leadership on sales-related activities</li></ul>QualificationsRequired<ul><li>Valid driver&rsquo;s license with a clean driving record</li><li>Strong written and verbal communication skills in English</li><li>Comfort presenting to clients using prepared materials</li><li>Willingness to learn and take direction</li><li>Ability to travel for field assignments</li><li>Proficiency in Microsoft Office (Excel, Word, PowerPoint)</li><li>Ability to manage multiple tasks in a structured environment</li></ul>Preferred<ul><li>Bachelor&rsquo;s degree</li><li>0&ndash;2 years of experience in sales support, administration, operations, or related fields</li><li>It is a plus if you can speak Japanese at a conversational level (or higher).</li></ul>Benefits<ul><li>Health insurance</li><li>Paid holidays</li><li>Paid time off (10 days in the first year)</li><li>Sick leave (5 days)</li></ul>SummaryThis entry-level role offers the opportunity to build practical experience across sales support, operations, and fieldwork within a growing organization serving public-sector clients. The position provides exposure to technology-driven services and mentorship from experienced professionals.Pay: $52,000.00 - $63,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul>Education:<ul><li>Bachelor's (Preferred)</li></ul>Language:<ul><li>Japanese (Preferred)</li></ul>License/Certification:<ul><li>Drivers Lisence (Required)</li></ul>Ability to Commute:<ul><li>Houston, TX 77077 (Required)</li></ul>Work Location: In person

Sales and Operation Associate (#36117)

Hi, Skin

LOOKING FOR A APRIL 20TH and/or APRIL 27th TRAINING CLASS! Who We Are: At Hi, skin, we&rsquo;re revolutionizing the skincare industry. Frustrated by the limitations of conventional spas and the exclusivity of costly memberships, we embarked on a mission to make exceptional skincare accessible to all. Our ethos is centered on providing personalized skincare through expertly tailored treatments, insightful advice, and thoughtfully recommended products. As we grow and evolve, we&rsquo;re searching for passionate estheticians eager to expand their knowledge and talents alongside us.Position Overview: We're looking for licensed estheticians who are not only skilled in delivering results-driven skincare services but who also embody a spirit of empathy, engagement, and excellence. Our ideal candidates are those who thrive on building genuine, trusting relationships with clients and are motivated by a relentless desire to excel in their craft. As a Hi, skin esthetician, you will play a pivotal role in our mission, directly contributing to the personalized care and satisfaction of our clients under the guidance of the Studio Manager.Why Join Hi, skin?<ul><li>Competitive Compensation: Earn $18+/hour plus tips, with a competitive commission program and bonus structure that rewards your dedication to client satisfaction and loyalty.</li><li>Part-time Position: Enjoy the flexibility of a part time role with ability to build to a full-time role. This position will work 2-3 days, including Sundays.</li><li>Empowering Environment: Be part of a supportive team that values personal and professional growth, offering a constant stream of new client opportunities to build your loyal following of clients.</li><li>Dynamic Community: Connect with us and our vibrant community on Instagram @hiskin.care to stay updated and engaged with our collective journey.</li></ul>Responsibilities:<ul><li>Conduct consultations to understand and address clients&rsquo; skincare needs.</li><li>Evaluate skin conditions and recommend the best treatments and products.</li><li>Educate clients on the importance of consistent treatments and daily skincare routines.</li><li>Stay informed about new Hi, skin services and products to enhance client care.</li><li>Forge lasting, trusting relationships with clients, ensuring a personalized and caring experience.</li><li>Ensure punctuality and maintain the studio&rsquo;s standards of cleanliness and organization.</li><li>Grow a loyal recurring client base and achieve monthly studio and personal revenue goals.</li></ul>Qualifications:<ul><li>High School Diploma or equivalent.</li><li>Certified Texas Esthetics License.</li><li>Required experience in dermaplaning.</li><li>Proven experience in a spa or studio setting, demonstrating a history of customer satisfaction and care.</li></ul>Join Our Mission: If you&rsquo;re driven by a passion to empower clients to put their best face forward and are eager to contribute to a caring, client-first culture, Hi, skin is your next professional home. We&rsquo;re not just offering a job; we&rsquo;re offering a career path filled with opportunities to learn, grow a business following, and make a significant impact in the lives of our clients.Ready to take the next step in your esthetician career with a team that values your expertise and dedication to client care? Apply now by sending your resume and a cover letter that showcases your passion for skincare and your vision for contributing to our fast-growing family at Hi, skin.Job Types: Part-time, Full-timePay: $18.00 - $25.00 per hourBenefits:<ul><li>Dental insurance</li><li>Employee discount</li><li>Health insurance</li><li>Paid time off</li><li>Paid training</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>How many years experience with dermaplaning do you have?</li><li>Do you have experience with microneedling? If so, which device?</li><li>Are you available to work Sunday from 8:30a-6:30p?</li><li>Are you available to work Wednesday from 9:30a-7:30p?</li><li>Are you available to work Thursday from 9:30a-7:30p?</li></ul>License/Certification:<ul><li>and active Texas Esthetician License (Required)</li></ul>Work Location: In person

Licensed Esthetician

SpectraCell Laboratories

Job description:$31,500 Annual Base Salary + CommissionTotal Rewards: We offer a stable base of $31,500 supplemented by an incentive-driven commission plan. Total annual compensation for meeting performance targets is projected at $50k&ndash;$70k.Responsible for all sales activities, from lead generation through close in an assigned territory. Works within the sales and support teams for the achievement of customer satisfaction, revenue generation, and long-term account goals in line with company vision and values.Major Duties and Responsibilities<ul><li>Primary focus is 100% goal attainment with a given region: to increase revenue stream from current client accounts and proactively develop new accounts from leads generated by marketing activities.</li><li>Develop new prospects and interact with existing customers primarily by phone to increase sales.</li><li>Conduct sales presentations for clinical diagnostic services via the phone and over the internet.</li><li>Follow-up marketing activity leads in order to generate further customer interest and acquire new accounts.</li><li>Participate in regular sales team meetings to review sales performance against objectives and goals.</li><li>Complete understanding of pricing and proposal models.</li><li>Demonstrates the ability to carry on a business conversation with physicians and decision makers.</li><li>Sell consultatively and make recommendations to prospects and clients of the various products and services the company offers to their business issues.</li><li>Responsible for sourcing and developing client relationships and referrals.</li><li>Adheres to all company policies, procedures, compliance, and business ethics codes.</li><li>Performs other work-related duties as assigned.</li></ul>Job Specifications<ul><li>Four-year degree is preferred within one for the following concentrations: Biology or Nutrition.</li><li>2+ years of outside sales/marketing/business development experience, preferably in the medical industry.</li><li>Must have an outgoing and ambitious personality as well as goal oriented.</li><li>Maintain contact with all clients in the market area to ensure high levels of Client Satisfaction.</li><li>Build trust, value others, communicate effectively, drive execution, foster innovation, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.</li><li>Proactively establish and maintain effective working team relationships with all support departments.</li><li>Strong emphasis on being a team player that thrives in a team environment and presents themselves in a polished professional manner.</li><li>Ability to work in a changing team environment, as well as independently, with efficiency, accuracy, and professionalism.</li><li>Strong organizational skills: must be able to multi-task, manage multiple priorities and changes in priorities with professional demeanor.</li><li>Ability to communicate effectively and courteously with people at various levels within the organization. Possess effective verbal and written communication skills. Ability to communicate tactfully with vendors, customers, and others, seeking information, and relaying their requests and information to the proper personnel effectively.</li><li>Ability to assume responsibility for personal decisions, actions, and results.</li><li>Must be flexible and willing to work in areas and on problems that may not normally be part of the position but required for the efficient operation of the business. Must be resourceful in resolving problems.</li></ul>Job Type: Full-timeBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Medical sales: 1 year (Required)</li></ul>&quot;No Recruiters or Staffing Agencies&quot;No relocation package availablePay: $31,500.00 - $36,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>Medical Sales: 1 year (Required)</li></ul>Ability to Commute:<ul><li>Houston, TX 77072 (Preferred)</li></ul>Work Location: In person

Sales Associate

<div>About Artemis Insurance
Artemis Insurance is a trusted provider of personalized insurance solutions for individuals and businesses. With decades of industry experience, we specialize in home, auto, life, and commercial coverage designed to protect what matters most. 
Our culture is built on integrity, collaboration, and a commitment to exceptional service. We believe our people are our greatest strength, and we invest in our employees&rsquo; growth, development, and long-term success at every stage of their careers. 
At Artemis Insurance, you will join a team that values relationships, innovation, and making a meaningful difference for the clients and communities we serve. 
Who Thrives at Artemis Insurance
At Artemis Insurance, we value individuals who take pride in their work and are committed to delivering excellent service to our clients and teammates. Our team members approach their responsibilities with professionalism, integrity, and a strong sense of accountability. 
People who thrive here are collaborative, dependable, and motivated to contribute to a positive and supportive team environment. They are open to learning, adaptable to change, and committed to continuous improvement as both professionals and team members. 
Application Requirement
To be considered for this position, all applicants must complete the Culture Index Assessment as part of our hiring process. 
Please click the link below or copy and paste it into your browser to begin. The assessment takes approximately 5 minutes to complete. 
Here is the link to the survey: https://go.cultureindex.com/p/2eBHEqt6Ig 
The Culture Index helps us better understand your work style, strengths, and natural preferences. This information helps us align candidates with roles where they can succeed and contribute most effectively. 
Please Note: Applications will not be reviewed or considered until the Culture Index Assessment has been completed. 
About the Role 
The Sales Agent, Personal Lines is responsible for generating new business and growing a personal lines book of business through consultative sales and client relationship development. This role focuses on converting qualified leads into clients, identifying coverage needs, and delivering tailored insurance solutions. The Sales Agent serves as the primary point of contact throughout the sales process, from initial engagement through policy binding, while contributing to overall agency growth through new business production, cross-selling, and referrals. 
This role is responsible for achieving individual sales targets and contributing to overall agency growth through consistent production. 
Essential Duties and Responsibilities<ul><li>
Identify, qualify, and convert new personal lines sales opportunities through inbound and outbound efforts.</li><li>
Engage with prospective clients to assess insurance needs and recommend appropriate coverage solutions.</li><li>
Conduct consultative sales conversations and present quotes, proposals, and coverage recommendations.</li><li>
Follow up on leads, referrals, and opportunities to drive conversion and close business.</li><li>
Develop and maintain relationships with prospects, clients, and referral partners (e.g., realtors, loan officers, builders).</li><li>
Perform policy reviews and identify opportunities to increase coverage and round accounts.</li><li>
Cross-sell additional lines of business to expand client relationships.</li><li>
Prepare and process quotes, applications, endorsements, and related documentation.</li><li>
Maintain accurate and timely documentation of all sales activity within CRM and agency systems.</li><li>
Monitor and manage individual pipeline to ensure consistent sales activity and goal attainment.</li><li>
Collaborate with SDRs, service teams, and leadership to support client needs and business objectives.</li><li>
Stay current on insurance products, carrier guidelines, and market conditions.</li><li>
Maintain consistent outbound activity to build and sustain a pipeline of new business opportunities.</li></ul>
Skills and Attributes<ul><li>
Consultative Selling &ndash; Ability to assess client needs and recommend tailored insurance solutions.</li><li>
Closing Ability &ndash; Demonstrates strong ability to convert opportunities into new business.</li><li>
Relationship Building &ndash; Builds trust and long-term relationships with clients and referral partners.</li><li>
Communication Skills &ndash; Clear, confident, and professional communicator.</li><li>
Product Knowledge &ndash; Strong understanding of personal lines insurance products (Auto, Home, Umbrella, etc.).</li><li>
Organization and Time Management &ndash; Effectively manages pipeline, follow-up, and sales activities.</li><li>
Self-Motivation &ndash; Driven to achieve individual sales goals and contribute to team success.</li><li>
Technical Proficiency &ndash; Comfortable using CRM systems, rating tools, and agency management platforms.</li></ul>
Education<ul><li>
Associate&rsquo;s or Bachelor&rsquo;s degree in Business, Sales, or a related field preferred.</li></ul>
Experience<ul><li>
1&ndash;3 years of experience in personal lines insurance sales or a related sales role.</li><li>
Experience working in an independent agency environment preferred; experience in a captive agency environment will also be considered.</li><li>
Proven ability to generate and convert leads into new business.</li><li>
Experience working in a quota-driven or performance-based sales environment.</li><li>
Experience using CRM systems and sales tools preferred.</li></ul>
Certificates, License, and or Specialized Requirements<ul><li>
An active and valid Property and Casualty (P&amp;C) License is required; Texas license preferred.</li><li>
Life and Health License is a plus.</li><li>
Must maintain all required licenses in good standing, including completion of continuing education requirements.</li></ul>
What We Offer
At Artemis Insurance, we believe our people are our greatest asset. We are committed to supporting our team members both professionally and personally. 
Competitive Compensation 
A competitive salary and benefits package designed to recognize your experience, performance, and contributions. 
Comprehensive Benefits 
Medical, dental, and vision coverage, along with additional benefit options to support your health and well-being. 
Retirement Planning 
401(k) with company contributions up to 4% to help you plan for the future and immediate vesting. 
Paid Time Off 
Generous PTO and 12 paid holidays so you can recharge and maintain a healthy work-life balance. 
Professional Development 
Access to our In-house Corporate Trainer, personalized development opportunities, and internal career growth pathways. 
Collaborative Culture 
A supportive and team-oriented environment where your ideas and contributions are valued. 
Community Engagement 
16 hours of additional paid volunteer time annually, plus company-sponsored community initiatives and events. 
Physical Requirements
This role may require sitting for extended periods, working at a computer, and occasionally lifting or moving items up to 10 pounds. 
Work Environment and Schedule
This position may operate in an in-office, hybrid, or fully remote environment depending on the role, department, and business needs. Standard business hours at Artemis Insurance are typically Monday through Friday; however, schedules may vary by department, office location, or operational requirements. Specific work arrangements, schedules, and location expectations will be discussed during the interview process. 
Equal Opportunity Employer
Artemis Insurance is an equal opportunity employer and is committed to creating an inclusive workplace. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. 
Work Authorization
Applicants must be legally authorized to work in the United States. Artemis Insurance does not currently sponsor employment visas. 
 
Ready to Join Our Team?
If you are interested in building your career with Artemis Insurance, we encourage you to apply today. As part of our hiring process, applicants must complete the Culture Index Assessment listed above. We look forward to learning more about you and how you can contribute to our growing team.</div>

Insurance Sales Agent, Personal Lines

Skin.Theory Houston

SKIN.Theory Houston is a boutique, results driven medical aesthetics studio generating $1 to $1.5M annually and continuing to scale. Our providers specialize in injectables, advanced skin treatments, laser therapies, and customized aesthetic services designed to deliver exceptional patient outcomes.As patient volume continues to grow, we are seeking a highly organized, systems driven Office Manager to lead operational excellence and support a high performing clinical environment.This is a leadership role. The Office Manager will work directly with ownership to maintain operational structure, enforce policies, improve accountability, and ensure systems support sustainable growth.The right candidate is detail oriented, financially disciplined, and comfortable leading a team while maintaining the smooth daily flow of a busy medical aesthetics practice.Position OverviewThe Office Manager oversees the operational infrastructure of the clinic, including financial coordination, payroll administration, compliance tracking, inventory management, KPI monitoring, and systems integrity.This role also manages front desk operations, supervises administrative staff, supports marketing initiatives, and ensures a consistent, elevated patient experience.The Office Manager has authority to enforce clinic policies and approve refunds up to $XXX within established guidelines.The goal of this position is simple:Create structure, strengthen accountability, and support scalable growth.Core ResponsibilitiesFinancial &amp; Administrative CoordinationOversee biweekly payroll processing and verify provider commission calculations prior to submission Track PTO balances and timekeeping accuracy Coordinate financial documentation and reporting for the CPA Maintain invoice tracking and vendor payment schedules Prepare partner distribution summaries for ownership review Approve refunds within policy guidelines and escalate larger requests Ensure monthly reporting and financial summaries are completed by the 10th of each month Maintain accurate bookkeeping records and assist with budget trackingHR &amp; Compliance OversightMaintain up to date provider licenses, CEUs, CPR certification, and OSHA compliance Maintain MSDS binder and equipment maintenance logs Coordinate annual Medical Director documentation and compliance requirements Maintain employee records and training documentation Facilitate monthly team meetings and coordinate quarterly performance evaluations Support employee onboarding, training, and development Ensure clinic SOPs are reviewed and updated annuallyInventory &amp; Cost ControlConduct weekly inventory audits and injectable counts Monitor product expiration dates and investigate discrepancies Forecast quarterly product orders based on patient demand trends Track monthly cost of goods sold (COGS) and report findings to ownership Coordinate with vendors on pricing, supply orders, and product availabilityMarketing &amp; Growth SupportAttend weekly marketing coordination meetings with leadership Ensure quarterly promotions are finalized at least 30 days prior to launch Coordinate internal rollout plans before campaigns go live Track provider KPIs including service revenue, rebook rate, and retail attachment rate Deliver monthly KPI performance summaries to ownershipOperations &amp; Systems ManagementOversee daily clinic operations including front desk workflow, appointment scheduling, and patient check in and check out processes Supervise administrative staff and provide training, coaching, and performance feedback Maintain Zenoti accuracy and reporting integrity Identify scheduling inefficiencies and improve patient flow Ensure facility maintenance issues are resolved within 48 hours Manage vendor relationships and supply coordination Maintain an organized and accessible SOP library Ensure patient records and documentation are maintained according to confidentiality and compliance standardsRequired Qualifications3+ years office management experience in a medical, dental, aesthetics, or healthcare setting Experience coordinating payroll and working with a CPA or bookkeeper Experience managing inventory systems and vendor relationships Strong financial organization skills and proficiency in Excel or financial tracking tools Experience using practice management software (Zenoti preferred) Strong leadership and communication skills with the ability to hold teams accountable Ability to manage multiple priorities in a fast paced clinical environmentPreferred QualificationsExperience in medical aesthetics, dermatology, or cosmetic practice Experience tracking and reporting operational KPIs Experience implementing operational improvements or system optimization Demonstrated history of measurable success in previous rolesCandidates should be prepared to share examples of metrics, dashboards, or operational improvements they personally implemented.Ideal Candidate ProfileHighly organized and systems oriented Comfortable enforcing standards and operational policies Financially disciplined with strong attention to detail Calm under pressure in a clinical setting Growth minded and proactive Able to clearly articulate past results using dataExamples may include revenue growth, cost reduction, improved inventory accuracy, improved rebook rates, or operational efficiencies.Interview ProcessFinal stage candidates will be asked to present examples of operational systems or initiatives they implemented in prior roles and how those efforts improved performance.Pay: $26.00 - $32.00 per hourExpected hours: 25.0 &ndash; 35.0 per weekBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Paid time off</li></ul>Application Question(s):<ul><li>How many years of experience do you have managing operations in a healthcare office (medical, dental, dermatology, plastic surgery, or medspa)?</li><li>Which of the following responsibilities have you personally handled in a previous role? (Select all that apply)</li></ul>Coordinating payroll for employees Tracking PTO or timekeeping discrepancies Managing vendor invoices or expenses Preparing reports for a CPA or accountant None of the above<ul><li>What level of experience do you have managing inventory?</li></ul>I managed inventory audits and tracked discrepancies I assisted with inventory tracking I occasionally helped with inventory counts I have no inventory management experience<ul><li>How comfortable are you using spreadsheets to track business performance metrics (KPIs)?</li></ul>Very comfortable &ndash; I regularly track KPIs and create reports Comfortable &ndash; I track numbers but rarely build reports Basic spreadsheet use only Little or no spreadsheet experience<ul><li>What experience do you have supervising or managing staff?</li></ul>I have managed staff and conducted performance discussions I have supervised staff but did not lead evaluations I have worked on a team but did not supervise others I have not supervised employees<ul><li>Which industries have you worked in? (Select all that apply)</li></ul>Medical spa or aesthetics clinic Dermatology or plastic surgery office Dental or other healthcare practice Retail or hospitality management None of the aboveWork Location: Hybrid remote in Houston, TX 77006

Office Manager – Medical Aesthetics

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