Commercial Lines Account Assistant

LP Insurance Services; Phoenix (AZ); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401k with employer match

Medical, Dental, Vision

Disability Insurance

Life Insurance

Paid Time Off

Employee Assistance Program

Licensing reimbursement

Job summary

LP Insurance Services in Arizona is seeking a Commercial Lines Account Assistant to provide administrative support to the team, enabling them to focus on client servicing and sales. This role also assists colleagues on special projects.

You will handle proactive customer service, maintain organized files, prepare information, and create insurance proposals. Strong Microsoft Word and Excel skills and one–two years of relevant experience are preferred.

Qualifications

• Proven organizational, time management and communication skills.
• Strong problem-solving and multitasking abilities.
• Proficiency in Microsoft Word and Excel; insurance database experience preferred.
• 1–2 years of admin broker/carrier experience or customer service in a professional setting.
• Bachelor's degree in a related field or current pursuit of one.

Responsibilities

• Provide proactive customer service with follow-up and follow-through.
• Prepare information, manage data and produce documents to standards; maintain organized files.
• Foster strong relationships with team, clients, underwriters and carrier reps.
• Create proposals and/or comparisons of insurance coverage.
• Stay current with industry seminars, client and regulatory requirements.

Skills

Organizational skills

Time management

Professional communication

Microsoft Word

Excel

Data handling

Customer service

Education

Bachelor's degree in related field

Pursuing degree in related field

Tools

Insurance database

Job description

We are LP Insurance

LP Insurance Services is an established and growing insurance brokerage firm, located in Arizona, California, Nevada, New Mexico and Oregon.

Description

We are LP Insurance

LP Insurance Services is an established and growing insurance brokerage firm, located in Arizona, California, Nevada, New Mexico and Oregon.

We invest in our employees, clients and communities. That's the LP Difference. The success of our employees is our success.

Let's grow together!

Helping Make Your Dream a Reality

LP Insurance is serious about growth opportunities and builds teams committed to genuine knowledge, teamwork, and professionalism. We value being direct when it comes to opportunity and will provide a clear path forward.

Offerings

Benefits

LP delights in offering a fulfilling career with both stability and flexibility. LP offers a competitive salary and incredible benefits such as:

• 401k Plans - with employer match, 100% vested after two years of service
• Medical, Dental, and Vision - plans that fit your needs
• Short-Term and Long-Term Disability, plus Group Life Insurance - at no cost to you
• Paid Time Off - take the time off you need, without worrying about accruals
• Employee Assistance Program - including free counseling, legal advice, and more
• Employee Development - reimbursement for licensing/certification, exam fees and related continuing education
• Licensing - obtaining required licensure may result in pay increase

The Position

The Commercial Lines Account Assistant provides administrative support to the team in order to enable the team to focus on client servicing and selling. This position also provides assistance to other team members on special projects.

If you have experience providing administrative support while thriving in customer service and like to have your work matter, this is the position for you!

The Job

• Provide proactive customer service with rigorous follow-up and follow-though.
• Provide day to day customer service support to clients by preparing information, managing data and producing documents in accordance with departmental service standards. Includes maintaining organized files and accurate file documentation.
• Foster strong relationships with the team, clients, underwriters and carrier representatives.
• Create proposals and/or comparisons of insurance.
• Remain current through seminars and periodicals of industry, client, and regulatory requirements.

Requirements

Qualifications Needed:

• Proven organizational, time management and professional communication skills (written & verbal).
• Strong problem-solving skills with the ability to prioritize and multi-task responsibilities.
• Strong skills in Microsoft Word and Excel. Experience with insurance database preferred.
• 1-2 years of administrative broker and/or carrier experience OR customer service focused experience in a professional environment OR equivalent combination of education and experience in a professional business environment required.
• A bachelor's degree in a related field OR pursuing a degree in a related field.
• A minimum of one (1) year of Commercial Lines insurance experience preferred.

LP Insurance is an Equal Opportunity Employer. All applicants will be considered for employment without regard to actual or perceived race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, medical condition, pregnancy, genetic information, marital status, amnesty, or status as a covered veteran or any other characteristic protected by applicable federal, state or local laws.

We look forward to working with you!