Commercial Lines Account Assistant

Lp-Insurance-Services-1; Phoenix (AZ); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401k Plans - employer match

Medical, Dental, Vision

Disability insurance

Paid Time Off

Employee Assistance Program

Employee Development

Licensing support

Job summary

LP Insurance is seeking a Commercial Lines Account Assistant to provide administrative support to the team, enabling focus on client servicing and selling. You will assist with data management, document preparation, and project support across the department.

Ideal candidates bring 1–2 years in commercial insurance or professional environment, strong organizational and communication skills, and proficiency with Word/Excel; bachelor's degree preferred.

Qualifications

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

Responsibilities

• Provide proactive customer service with rigorous follow-up and follow-through.
• Support day-to-day customer service by preparing information and managing data.
• Produce documents in line with departmental standards and maintain organized files.
• Foster relationships with the team, clients, underwriters and carriers.
• Create proposals and/or comparisons of insurance; stay current with industry trends.

Skills

Organizational skills

Time management

Professional communication

MS Word

MS Excel

Insurance DB

Customer service

Commercial Lines exp

Education

Bachelor's degree in related field

Pursuing related degree

Tools

Insurance database software

Job description

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

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!