Life & Health Account Assistant - Entry Level

Western Dakota Insurors Inc; Rapid City (SD); Vor Ort; USD 37.000 - 48.000; Vollzeit

Zusammenfassung

Western Dakota Insurors, Inc. is seeking an energetic Life & Health Account Assistant – Entry Level to support our Life & Health team.

You’ll assist Account Managers and Producers, process policy changes, enrollments, and other client service requests while building knowledge of the insurance industry. This role emphasizes organization, responsiveness, and professional client communication as you learn carrier systems and agency procedures, contributing to successful client outcomes and

Qualifikationen

• Motivated, dependable and eager to learn.
• Highly organized with strong attention to detail.
• Comfortable juggling multiple tasks and deadlines.
• Effective written and verbal communicator.
• Professional and client-focused attitude.
• Proactive problem solver with strong follow-through.

Aufgaben

• Provide day-to-day administrative and customer service support to the Life & Health team.
• Assist Account Managers and Producers with servicing client accounts.
• Process policy changes, applications, enrollments, and other client service requests.
• Communicate with clients and carriers to obtain information and follow up on outstanding items.
• Assist with preparing quotes, proposals, renewals, and other client materials.
• Maintain accurate client and policy information within agency systems.
• Help respond to client questions and ensure requests are handled promptly.
• Assist with billing, policy documentation, and other account-related needs.
• Learn carrier systems, agency procedures, and Life & Health products.
• Provide exceptional customer service while developing relationships with clients, carriers, and team members.

Kenntnisse

Motivated

Organized

Effective communicator

Proactive problem solver

Client-focused

Jobbeschreibung

Job Description

Life & Health Account Assistant – Entry Level

Western Dakota Insurors, Inc. (WDI) is looking for an energetic, self-motivated individual who is interested in beginning or growing a career in Life & Health insurance. If you enjoy helping others, are organized, detail-oriented, and thrive in a collaborative environment, we'd love to hear from you!

As a Life & Health Account Assistant, you'll play an important role in supporting our Life & Health team while developing valuable insurance knowledge and experience. This is a great opportunity for someone who wants to learn the industry, grow professionally, and build a long-term career in insurance.

What You'll Do:

• Provide day-to-day administrative and customer service support to the Life & Health team
• Assist Account Managers and Producers with servicing client accounts
• Process policy changes, applications, enrollments, and other client service requests
• Communicate with clients and insurance carriers to obtain information and follow up on outstanding items
• Assist with preparing quotes, proposals, renewals, and other client materials
• Maintain accurate and up-to-date client and policy information within agency systems
• Help respond to client questions and ensure requests are handled promptly and professionally
• Assist with billing, policy documentation, and other account-related needs
• Learn insurance carrier systems, agency procedures, and Life & Health insurance products
• Provide exceptional customer service while developing strong relationships with clients, carriers, and team members

What We're Looking For:

Previous insurance experience is preferred but not required. More importantly, we're looking for someone who is:

• Motivated, dependable, and eager to learn
• Highly organized with strong attention to detail
• Comfortable working with multiple tasks and deadlines
• An effective written and verbal communicator
• Professional and client-focused
• A proactive problem solver with strong follow-through