Life & Health Account Assistant - Entry Level

Western Dakota Insurors, Inc.; Rapid City (SD); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Licensing & CE

401(k)

Paid Time Off

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training

Job summary

Western Dakota Insurors, Inc. in Rapid City, SD is seeking an entry-level Life & Health Account Assistant to support our Life & Health team.

You will handle administrative tasks, service client accounts, process changes, enrollments, and billing while learning carrier systems and agency procedures. This role offers comprehensive training, mentorship, and opportunities to grow your insurance knowledge into a long-term career with a family-owned independent agency.

Qualifications

• Previous insurance experience is preferred but not required.
• Strong communication and interpersonal skills.
• Excellent organizational skills and attention to detail.
• Self-motivated with willingness to learn and take initiative.

Responsibilities

• Assist Life & Health Account Managers with day-to-day servicing of client accounts.
• Maintain regular client communication to ensure prompt, professional service.
• Coordinate with carriers regarding applications, renewals, and policy changes.
• Assist with marketing, enrollment, billing, and eligibility for client accounts.
• Prepare and process policy changes, proposals, quotes, and renewals.
• Learn carrier systems and agency software through hands-on experience.

Skills

Motivated

Dependable

Eager to learn

Customer service

Organized

Attention to detail

Team player

Communication skills

Education

High school diploma or equivalent

Bachelor's degree preferred

Job description

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.

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.

• 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
• Comfortable learning new software and systems
• Able to work effectively both independently and as part of a team
• High school diploma required; college degree preferred.

We'll Help You Grow

At WDI, we believe in investing in our employees. We provide comprehensive training, one‑on‑one mentorship, and opportunities for professional development to help you develop your insurance knowledge and build a successful long‑term career.

For candidates who are not currently licensed, WDI will cover the cost of obtaining the appropriate Life & Health insurance license, as well as approved continuing education.

Why Work at WDI?

• Family‑owned, independent agency with a supportive, team‑oriented culture
• Competitive pay based on experience
• Excellent benefits and generous paid time off
• 401(k) with employer contributions
• Paid licensing and continuing education
• Ongoing training and mentorship
• Opportunities for advancement and long‑term career growth
• Convenient downtown Rapid City office

If you're looking for a company that values its employees, invests in their development, and provides an opportunity to build a rewarding career, we'd love to hear from you.

Benefits

• Annual Base Salary Based on Experience
• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Key Responsibilities

• Assist Life & Health Account Managers and Producers with the day-to-day servicing and management of client accounts
• Maintain regular communication with clients to ensure they receive prompt, professional, and exceptional customer service
• Communicate with insurance carriers and underwriters regarding applications, renewals, policy changes, quotes, and other service needs
• Assist with marketing client accounts to insurance carriers and gathering information needed to obtain competitive coverage options
• Prepare and process policy changes, applications, proposals, quotes, and renewals
• Perform rating and quoting duties using carrier systems and agency software
• Review quotes, policies, applications, and other documents for accuracy and completeness
• Follow up with clients, carriers, and underwriters on outstanding information and service requests
• Maintain accurate and up-to-date client, policy, and activity information within agency systems
• Assist with enrollment, eligibility, billing, claims, and other Life & Health service needs as appropriate
• Provide proactive follow‑up and support to help ensure client needs are handled accurately and efficiently
• Develop knowledge of Life & Health insurance products, carrier requirements, and agency procedures through ongoing training and hands‑on experience

Requirements

This Position Requires:

• High school diploma or equivalent required
• Bachelor's degree preferred, but not required
• Previous experience in Life & Health insurance or a related insurance role preferred
• Strong communication and interpersonal skills
• Excellent organizational skills and attention to detail
• Strong customer service mindset with a professional, client‑focused approach
• Self‑motivated with a willingness to learn and take initiative
• Strong follow‑through and problem‑solving skills
• Ability to prioritize responsibilities and manage multiple tasks and deadlines
• Comfortable learning and working with insurance carrier systems and agency software
• Ability to work effectively both independently and as part of a team
• Previous experience in Life & Health insurance or a related insurance role preferred
• Experience working with Life & Health products and multiple insurance carriers is a plus

Company Description

At Western Dakota Insurors, we specialize in Commercial Property, Casualty, Auto, Home, Life, and Employee benefits. We believe that strong communities grow stronger individuals and businesses. We give generously of our time and resources to support our community. We are located in Rapid City SD. The beautiful Black Hills of South Dakota are such a wonderful place to work and play.