Client Services Associate - CL Account Manager Track
About The Position
Berrong Insurance Agency is seeking a motivated, organized, and customer-focused individual to join our team as a Customer Service Associate. This is not just a front desk or data entry role—this is a career development opportunity designed to grow into a licensed Commercial Lines Account Manager position within our agency. In this role, you will serve as the first point of contact for our clients while supporting our service team with administrative and data entry tasks. As you gain experience, you will be trained in insurance products, client service workflows, and policy management, with the goal of transitioning into a Commercial Lines Account Manager role.
Requirements
- 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)
- Willingness to learn and grow into a licensed Account Manager role
Nice To Haves
- Previous customer-facing or administrative experience preferred
- Data entry experience is a plus, but not required
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
- Assist with 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
Benefits
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Professional development and training opportunities
- Clear career advancement path into Account Management
- Job stability in a growing industry
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
