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Barrett Business Services

License Insurance Account Manager/ CSR

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Job Description

Licensed Insurance Account Manager /
CSR Location:
Salt Lake City, Utah Job Type:
Full-Time, In-Office Schedule:
Monday-Friday, 8:30 AM-5:00
PM MST Pay:
$35-$45 per hour, depending on experience Position Overview We are seeking a licensed Insurance Account Manager / Customer Service Representative to join a growing insurance team in Salt Lake City. This position is ideal for an experienced insurance professional who enjoys building long-term client relationships, providing exceptional service, and working in a collaborative office environment. The ideal candidate is dependable, organized, professional, and client-focused, with strong communication skills and a willingness to take initiative. This role supports Personal, Commercial, and Surety insurance lines and offers an opportunity for long-term professional growth within the insurance industry. Responsibilities Service new and existing client accounts. Process endorsements, policy changes, certificates, and proof of insurance. Assist clients with billing questions, payments, claims follow-up, and renewals. Communicate professionally with clients, insurance carriers, underwriters, and producers. Maintain accurate and up-to-date client documentation. Assist with phones and general day-to-day office operations. Enter and maintain information within AMS360 or a similar agency management system. Collaborate with team members to provide a high level of client service. Stay organized while managing multiple accounts, requests, and priorities. Requirements Active Utah Property & Casualty Insurance License. Previous insurance agency experience. Strong customer service and communication skills. Excellent organizational and time-management abilities. Strong attention to detail and accurate documentation skills. Experience with AMS360 or a similar agency management system. Proficiency with Microsoft Office. Ability to work independently while also contributing to a collaborative team environment. Preferred Qualifications Bilingual English/Spanish. Commercial and/or personal lines insurance experience. Experience with renewals, endorsements, billing, claims support, and certificates of insurance. Independent insurance agency experience. Candidates with primarily personal lines experience who are interested in learning commercial insurance are encouraged to apply. Compensation & Benefits Full-time, 40-hour workweek. PTO and benefits eligibility after 90 days. Health, dental, disability, and life insurance. 401(k) with employer match. 11 paid holidays plus your birthday off. Continuing education and professional development support. Ideal Candidate The ideal candidate is looking for a long-term opportunity in the insurance industry and wants to continue developing their skills and taking on additional responsibilities over time. This is a great opportunity for someone who takes pride in providing excellent client service, communicates effectively, stays organized, and wants to grow with a professional team. #
INDC Pay:
$35.00 - $40.00 per hour
Benefits:
401(k) 401(k) matching Health insurance Paid time off
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Professional Development
  • Other Retirement and Savings