Assistant Account Manager
Role Overview
This is a junior-level Assistant Account Manager role supporting insurance policy servicing and sales agents in a remote team environment. Day-to-day tasks include processing policy changes, issuing certificates, providing client support via phone and email, and assisting with documentation for carriers. The hire will impact agency success by ensuring accurate policy management and delivering excellent customer service to clients.
Perks & Benefits
The role offers a competitive hourly wage and benefits including a 401(k) with company matching, paid time off, health, dental, and vision plans, and a wellness program. It is fully remote with implied flexibility, likely requiring standard business hours in the agency's time zone, and includes training and support for obtaining a P&C license within 90-180 days, with opportunities for growth through continuing education in a fast-paced, team-oriented culture.
Full Job Description
As an Assistant Account Manager / CSR, your duties are key to our agency’s success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, processing policy changes, etc.) and supporting sales agents. A previous background in Property & Casualty insurance is preferred but not required. We will train candidates new to the industry and support them in earning their P&C license.
As an Assistant Account Manager, you will provide client support by interacting directly with clients and by supporting our senior customer service and sales agents. Your role includes*:
• Supporting agents by processing policy changes, updating policies on an agent’s behalf, attaching documentation, running reports, and entering data
• Engaging with clients via phone, email, text and in the office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)
• Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client’s needs
• Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct.
• Supporting Agency leadership with special projects, client development and auditing policy information.
*Note that some tasks require a P&C license and will be added once you have acquired your license.
Requirements:
• 1+ years of relevant professional experience in roles that require attention to detail, strong communication skills and excellent customer service
• You will be required to obtain a P&C Insurance License within 90-180 days of employment.
Our ideal applicant is:
• Tech-savvy: Comfortable working with multiple software programs and communicating with clients via text, email and phone
• An excellent communicator and listener: Friendly, empathetic and able to translate complex insurance details into information the client can understand and use
• Trustworthy, ethical, and discreet: We are privileged to be a part of our clients’ lives and we take that responsibility seriously.
• Detail oriented: Insurance contracts are complex and require careful interpretation.
• Comfortable working within a team environment: Our agency is unique. Each team member is expected to answer questions and provide service for all clients.
• Eager to grow and learn: We offer continuing education options and consistently introduce training opportunities for our team.
• Able to thrive in a fast-paced, constantly changing environment: This role requires flexibility, a positive attitude, and the ability to pivot quickly to meet changing needs.
• Motivated to contribute: Our agency is on a trajectory of continued growth.
We’re looking for someone who is eager to be a part of that future.
Benefits
Leavitt Insurance & Central Bonds, offers a competitive hourly wage and and attractive benefits package that includes a 401 K with company matching, paid time off ( sick time & vacations time) paid holidays an health plan that offers dental and vision and a Wellness Program.
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