Client Services Associate - CL Account Manager Track
Benefits
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Responsibilities
- Answer incoming phone calls and route them to the appropriate team members
- Greet clients and visitors, providing a professional and welcoming first impression
- Perform accurate data entry and maintain client and policy information in our agency management system
- Provide administrative and operational support to Account Managers and Producers
- Aid in processing policy changes, documentation, and client requests
- Learn insurance coverages, terminology, and service workflows over time
- Support the team in delivering excellent customer service and timely communication
Growth Opportunity
This position is designed as a pathway into a Commercial Lines Account Manager role. As a Client Services Associate, you will:
- Gain hands-on experience in client service and insurance operations
- Receive ongoing training and mentorship from our team
- Be supported in obtaining your insurance license
- Transition into an Account Manager role as you develop skills and knowledge
Qualifications
- Strong interest in the insurance industry and a desire to build a long-term career
- Excellent communication and interpersonal skills
- High attention to detail and organizational skills
- Ability to multitask and work in a fast-paced environment
- Proficiency in Microsoft Office (Excel, Word, Outlook, Teams)
- Previous customer-facing or administrative experience preferred
- Data entry experience is a plus, but not required
- Willingness to learn and grow into a licensed Account Manager role
Compensation & Benefits
- Starting pay is $15–$18 per hour with increases based on training milestones and licensing.
- Professional development and training opportunities
- Clear career advancement path into Account Management
Additional Information
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with a CAA member agency is a great career choice!
Covering over 90 independent insurance agencies located throughout 9 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR, many of these agencies are actively hiring to fill vacant positions. There is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
(if you already have a resume on Indeed)
Or apply here.
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)