Commercial Lines Account Assistant

LP Insurance Services LLC•Reno, NV
•$25 - $28

About The Position

LP Insurance Services is an established and growing insurance brokerage firm located in Arizona, California, Nevada, New Mexico, and Oregon. The company emphasizes employee, client, and community investment, with a focus on growth opportunities, teamwork, knowledge, and professionalism. The Commercial Lines Account Assistant provides administrative support that enables the team to focus on client servicing and sales, and assists team members with special projects. The role provides day-to-day customer service to clients by preparing information, managing data, and producing documents in accordance with departmental service standards. It also involves maintaining organized files and accurate documentation, building relationships with colleagues and external partners, preparing insurance proposals or comparisons, and staying current on industry, client, and regulatory requirements.

Requirements

  • Demonstrated organizational, time-management, and professional written and verbal communication skills.
  • Strong problem-solving skills and the ability to prioritize and multitask.
  • Strong skills in Microsoft Word and Excel.
  • 1–2 years of administrative broker and/or carrier experience, customer-service-focused experience in a professional environment, or an equivalent combination of education and experience in a professional business environment.
  • A bachelor's degree in a related field or currently pursuing a degree in a related field.

Nice To Haves

  • Experience with an insurance database.
  • At least one year of Commercial Lines insurance experience.

Responsibilities

  • Provide proactive customer service with rigorous follow-up and follow-through.
  • Support clients day to day by preparing information, managing data, and producing documents in accordance with departmental service standards.
  • Maintain organized files and accurate file documentation.
  • Foster strong relationships with the team, clients, underwriters, and carrier representatives.
  • Create insurance proposals and/or comparisons.
  • Stay current on industry, client, and regulatory requirements through seminars and periodicals.
  • Provide administrative support to the team and assist team members with special projects.

Benefits

  • 401(k) plan with employer match; 100% vested after two years of service.
  • Medical, dental, and vision plans.
  • Short-term and long-term disability insurance and group life insurance at no cost to the employee.
  • Paid time off without accrual requirements.
  • Employee Assistance Program, including free counseling and legal advice.
  • Reimbursement for licensing and certification, exam fees, and related continuing education.
  • Obtaining required licensure may result in a pay increase.
  • Competitive salary.
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