What are the responsibilities and job description for the Client Services Associate - Account Manager Track position at A Combined Agency?
Benefits
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
This position is designed as a pathway into an Account Manager role. As a Client Services Associate, you will:
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a CAA member agency is a great career choice!
CAA's members are comprised of over 90 independent insurance agencies located throughout 9 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
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
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
- 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
- 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
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a CAA member agency is a great career choice!
CAA's members are comprised of over 90 independent insurance agencies located throughout 9 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
Salary : $15 - $18