Client Services Associate - Account Manager Track

Client Services Associate - Account Manager Track Berrong Insurance Agency Edmond, OK Job Details Full-time $15 - $18 an hour 2 hours ago Benefits Health insurance Paid time off Career development plan Opportunities for advancement Qualifications Customer records maintenance Managing customer accounts Insurance products customer support Financial services customer support Microsoft Outlook Account maintenance Phone communication Spreadsheets Greeting customers Client file management Phone call screening Administrative experience Managing clients in a customer support role Client database systems Client services Organizational skills Microsoft Teams Communication skills Entry level Quality data entry Office record organization Customer data entry

Full Job Description Benefits:

Health insurance Opportunity for advancement Paid time off Training & development 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 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 an Account Manager role.

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

Growth Opportunity:

This position is designed as a pathway into an Account Manager role. As a Client Services Associate, you will: Gain hands-on experience in client service and insurance operations Receive ongoing training and mentorship from our team Be supported in obtaining your insurance license Transition into an Account Manager role as you develop skills and knowledge

Qualifications:

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) Previous customer-facing or administrative experience preferred Data entry experience is a plus, but not required Willingness to learn and grow into a licensed Account Manager role

Compensation & Benefits:

Starting pay is $15-$18 per hour with increases based on training milestones and licensing. Professional development and training opportunities Clear career advancement path into Account Management Job stability in a growing industry