Jobs · Administrative · Arizona

Front Desk / Personal Lines Assistant

Leavitt Group · Flagstaff, AZ · 3 wk ago
On-siteAdministrative$50k/yrFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Content: - Intro: "Why Join Us? ..." includes description of company, culture. This could be maybe "About the company" but not a required heading. We could put it under a generic

maybe not under a heading. The instructions: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should create sections only when posting has real specific content for them. We have: About The Role: there is a heading "About The Role". So we should output

About the role

and then content. Responsibilities: there is "What You’ll Do" list. So we can map to Responsibilities. Requirements / Competencies: there is "Job Requirements / Competencies". So we can map to Requirements (maybe also Qualifications/Skills). The posting includes "Property & Casualty license preferred, but not required." etc. Also "Insurance experience preferred, but candidates with strong administrative or customer service backgrounds are encouraged to apply." So we can put under Requirements. Qualifications: maybe not separate; we could combine with Requirements. But we could also have a Qualifications section if there is content. The posting does not have explicit qualifications separate; we could skip Qualifications. Skills: maybe we could extract skills from requirements: strong customer service, communication, relationship-building, ability to prioritize, attention to detail, positive attitude, team-oriented. Could be a Skills section. But we need to avoid thin sections. Perhaps better to combine Requirements and Skills into one Requirements section. However instructions: we can include sections only when posting has real specific content for it. It does have content for skills, but we could put them under Requirements. It's okay to not have a separate Skills section. Benefits: there is "Why You’ll Love Working Here" includes list: Attractive benefits package, including 401(k) and wellness program with HSA incentives; Health, Vision, Dental, HSA/FSA, and Life Insurance; Paid time off (vacation and sick time). Also mentions ongoing training, career development, tools, recognition, etc. So we have benefits content. Pay: there is "Compensation Range: $50K". So we have Pay. Schedule: not mentioned. No schedule info. So we should not create Schedule section. Also there is "About The Role" content includes description of role. We need to preserve all substantive information; do not invent or summarize away detail. Must not include boilerplate like cookie/navigation/legal/EEO etc. The posting includes some boilerplate at end: "As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 290 locations across 31 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us." This seems like generic company description; maybe we can keep as part of "Why Join Us?" but it's not boilerplate? It's still descriptive. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This is not those. So we can keep. We need to output only HTML fragment, no /, no markdown fences. Structure: We'll have maybe:

About the role

... (content from About The Role)

Responsibilities

  • ... each duty

Requirements

  • ... each requirement

Benefits

  • ... each benefit

Pay

Compensation Range: $50K

We need to ensure we preserve all substantive info. Let's extract. About The Role paragraph: "The Front Desk & Personal Lines Assistant plays an important role in supporting day-to-day agency operations. This position is responsible for managing front desk activities, greeting visitors, answering incoming calls, processing mail, and assisting with administrative tasks that help keep our office running smoothly. In addition, the role provides support to our Personal Lines Account Managers by assisting with policy-related processing, documentation, data entry, and service requests behind the scenes. This position does not provide licensed insurance advice or discuss coverage and policy changes with clients, making it an excellent opportunity for someone with strong customer service and administrative skills who is interested in the insurance industry." We'll put that as

. Responsibilities: list from "What You’ll Do". Let's extract each sentence separated by periods? The text: "Serve as the first point of contact for clients, visitors, and business partners by providing a welcoming, professional experience and delivering responsive customer service through phone, email, and other communication channels. Support Personal Lines Account Managers with policy-related administrative tasks, including renewals, billing inquiries, payments, ID cards, cancellations, and reinstatements. Review customer accounts, process updates, and maintain accurate records of client interactions and policy activity. Prepare, process, and distribute policy-related documents, correspondence, and other agency communications. Follow up on outstanding service items to help ensure timely resolution and an exceptional client experience. Utilize agency management systems, carrier platforms, and other technology to efficiently complete service requests and daily tasks. Provide administrative support through filing, scanning, photocopying, data entry, document management, and coordinating incoming and outgoing mail, packages, and shipments. Assist with office operations by processing daily deposits, maintaining office supplies and common areas, running occasional business errands, and supporting special projects and other duties as assigned. Provide occasional support for Commercial Lines servicing activities, including policy changes, payments, certificates, and ID cards. Collaborate with team members and agency leadership to support agency operations and client service goals." We'll make each as

  • . Requirements / Competencies: list: "Property & Casualty license preferred, but not required. Strong customer service, communication, and relationship-building skills. Ability to prioritize tasks and manage multiple service requests efficiently. High attention to detail and commitment to accuracy and compliance. Positive attitude and team-oriented mindset. Insurance experience preferred, but candidates with strong administrative or customer service backgrounds are encouraged to apply." We'll make each as
  • . Benefits: from "Why You’ll Love Working Here": "Leavitt Group of Northern Arizona offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth. A people-first culture that values your growth and work–life balance Ongoing training and career development opportunities, including paid license renewal and continuing education The tools and support you need to succeed The opportunity to work with reputable carriers and a diverse client base Recognition and rewards for your contributions Attractive benefits package, including 401(k) and wellness program with HSA incentives Health, Vision, Dental, HSA/FSA, and Life Insurance Paid time off (vacation and sick time)" We need to capture each as list items. Some are sentences; we can break them. Let's list: - Leavitt Group of Northern Arizona offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth. - A people-first culture that values your growth and work–life balance - Ongoing training and career development opportunities, including paid license renewal and continuing education - The tools and support you need to succeed - The opportunity to work with reputable carriers and a diverse client base - Recognition and rewards for your contributions - Attractive benefits package, including 401(k) and wellness program with HSA incentives - Health, Vision, Dental, HSA/FSA, and Life Insurance - Paid time off (vacation and sick time) We'll put each as
  • . Pay: "Compensation Range: $50K". We'll put as

    . We must not include duplicated lines. Ensure we didn't repeat. Now produce HTML. We need to use

    for section headings. Use
    • for lists. Use

      for prose. We'll output:

      About the role

      The Front Desk & Personal Lines Assistant plays an important role in supporting day-to-day agency operations. This position is responsible for managing front desk activities, greeting visitors, answering incoming calls, processing mail, and assisting with administrative tasks that help keep our office running smoothly. In addition, the role provides support to our Personal Lines Account Managers by assisting with policy-related processing, documentation, data entry, and service requests behind the scenes. This position does not provide licensed insurance advice or discuss coverage and policy changes with clients, making it an excellent opportunity for someone with strong customer service and administrative skills who is interested in the insurance industry.

      Responsibilities

      • Serve as the first point of contact for clients, visitors, and business partners by providing a welcoming, professional experience and delivering responsive customer service through phone, email, and other communication channels.
      • Support Personal Lines Account Managers with policy-related administrative tasks, including renewals, billing inquiries, payments, ID cards, cancellations, and reinstatements.
      • Review customer accounts, process updates, and maintain accurate records of client interactions and policy activity.
      • Prepare, process, and distribute policy-related documents, correspondence, and other agency communications.
      • Follow up on outstanding service items to help ensure timely resolution and an exceptional client experience.
      • Utilize agency management systems, carrier platforms, and other technology to efficiently complete service requests and daily tasks.
      • Provide administrative support through filing, scanning, photocopying, data entry, document management, and coordinating incoming and outgoing mail, packages, and shipments.
      • Assist with office operations by processing daily deposits, maintaining office supplies and common areas, running occasional business errands, and supporting special projects and other duties as assigned.
      • Provide occasional support for Commercial Lines servicing activities, including policy changes, payments, certificates, and ID cards.
      • Collaborate with team members and agency leadership to support agency operations and client service goals.

      Requirements

      • Property & Casualty license preferred, but not required.
      • Strong customer service, communication, and relationship-building skills.
      • Ability to prioritize tasks and manage multiple service requests efficiently.
      • High attention to detail and commitment to accuracy and compliance.
      • Positive attitude and team-oriented mindset.
      • Insurance experience preferred, but candidates with strong administrative or customer service backgrounds are encouraged to apply.

      Benefits

      • Leavitt Group of Northern Arizona offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.
      • A people-first culture that values your growth and work–life balance.
      • Ongoing training and career development opportunities, including paid license renewal and continuing education.
      • The tools and support you need to succeed.
      • The opportunity to work with reputable carriers and a diverse client base.
      • Recognition and rewards for your contributions.
      • Attractive benefits package, including 401(k) and wellness program with HSA incentives.
      • Health, Vision, Dental, HSA/FSA, and Life Insurance.
      • Paid time off (vacation and sick time).

  • Similar jobs