Commercial Lines Account Assistant

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. The success of our employees is our success.

Benefits

• 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

About the role

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

Responsibilities

• Provide proactive customer service with rigorous follow-up and follow-through
• Provide day-to-day customer service support to clients by preparing information, managing data, and producing documents in accordance with departmental service standards, including 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

• 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
• 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