Position
Position Title:
Account Assistant, Commercial Lines
Classification:
Non-exempt
Reports To:
Department Team Leader
Hours:
Full Time (40 hours/week)
Location:
Salt Lake City/Murray, UT
Compensation:
$20 to $23/hr., full-time with benefits
What We Offer
Comprehensive Health Coverage:
Medical, Dental, and Vision insurance plans to keep you and your family covered.
Health Accounts:
Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives.
Retirement Planning:
A robust company match on retirement contributions, with 100% vesting after just 2 years.
Paid Parental Leave:
Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
Mental Health Support:
Company-paid mental health resources as part of our holistic approach to employee wellness.
Wellness Matters:
Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
Work Life Integration:
We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
Professional Development:
We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!
Position Summary This is an entry-level position working to give support and assistance to Account Managers and Producers.
Essential Duties and Responsibilities Assist Account Manager and Producer with processing:
Certificates of Insurance
Evidence of Insurance
Auto ID Cards
Process endorsements
Prepare and review policies
Request loss runs from expiration lists
Enroll accounts in the Agency Management System
Add the applications to the Marketing Module
Miscellaneous clerical duties as needed to maintain adequate service to our insureds, Account Managers & Producers
Qualifications Education and Experience:
Knowledge of or experience in the insurance industry is preferred
4-year college degree preferred
Required Job Skills:
Excellent communication skills, including listening, speaking and writing
Exceptional interpersonal skills: professional, personable and able to interact effectively with others and to respond appropriately in stressful situations and under deadlines
Ability to work well with others in a team environment
Strong analytical and problem-solving skills
Computer literacy for correspondence, data entry, e-mail, Internet, spreadsheets and accessing data from company systems
Dependability and promptness
Good organizational and time-management skills
Must be a self-starter and work well with moderate supervision
Physical The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
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Account Assistant, Commercial Lines
Classification:
Non-exempt
Reports To:
Department Team Leader
Hours:
Full Time (40 hours/week)
Location:
Salt Lake City/Murray, UT
Compensation:
$20 to $23/hr., full-time with benefits
What We Offer
Comprehensive Health Coverage:
Medical, Dental, and Vision insurance plans to keep you and your family covered.
Health Accounts:
Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives.
Retirement Planning:
A robust company match on retirement contributions, with 100% vesting after just 2 years.
Paid Parental Leave:
Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
Mental Health Support:
Company-paid mental health resources as part of our holistic approach to employee wellness.
Wellness Matters:
Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
Work Life Integration:
We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
Professional Development:
We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!
Position Summary This is an entry-level position working to give support and assistance to Account Managers and Producers.
Essential Duties and Responsibilities Assist Account Manager and Producer with processing:
Certificates of Insurance
Evidence of Insurance
Auto ID Cards
Process endorsements
Prepare and review policies
Request loss runs from expiration lists
Enroll accounts in the Agency Management System
Add the applications to the Marketing Module
Miscellaneous clerical duties as needed to maintain adequate service to our insureds, Account Managers & Producers
Qualifications Education and Experience:
Knowledge of or experience in the insurance industry is preferred
4-year college degree preferred
Required Job Skills:
Excellent communication skills, including listening, speaking and writing
Exceptional interpersonal skills: professional, personable and able to interact effectively with others and to respond appropriately in stressful situations and under deadlines
Ability to work well with others in a team environment
Strong analytical and problem-solving skills
Computer literacy for correspondence, data entry, e-mail, Internet, spreadsheets and accessing data from company systems
Dependability and promptness
Good organizational and time-management skills
Must be a self-starter and work well with moderate supervision
Physical The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
#J-18808-Ljbffr