LP Insurance Services · 4 months ago
Commercial Lines Account Assistant/Administrative Assistant
LP Insurance Services is an established and growing insurance brokerage firm, located in Arizona, California, Nevada, and New Mexico. The Commercial Lines Account Assistant provides administrative support to the team to enable client servicing and selling, while also assisting team members on special projects.
InsuranceRisk Management
Responsibilities
Provide proactive customer service with rigorous follow-up and follow-though
Provide day to day customer service support to clients by preparing information, managing data and producing documents in accordance with departmental service standards. Includes 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
Qualification
Required
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
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 required
A bachelor's degree in a related field OR pursuing a degree in a related field
Preferred
Experience with insurance database preferred
A minimum of one (1) year of Commercial Lines insurance experience preferred
Benefits
401k Plans – with 100% vested employer match
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
Company
LP Insurance Services
LP Insurance Services is a provider of commercial and personal insurance brokerage services.
Funding
Current Stage
Growth StageRecent News
Business Journals
2023-08-25
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