What are the responsibilities and job description for the Licensed Insurance Account Manager position at BBSI?
Job Summary: Seeking a full-time licensed Insurance Account Manager / CSR to join our growing in-office team in Salt Lake City, Utah.
We are a locally owned independent insurance agency focused on building long-term relationships through service, education, and integrity. We pride ourselves on maintaining a professional, collaborative workplace that values communication, accountability, mutual respect, and work-life balance.
We are looking for someone dependable, organized, and client-focused who communicates professionally, works well with a team, takes initiative, and is eager to grow within the insurance industry.
Title: Licensed Insurance Account Manager
Job ID: 76198
Pay: $35-$45 DOE
Position Details
- Full-time, in-office position
- Monday-Friday, 8:30 AM - 5:00 PM MST
- Position supports Personal, Commercial, and Surety lines
Benefits & Perks
- PTO and benefits eligibility after 90 days
- Health, dental, disability, and life insurance
- 401(k) with employer match
- Eleven paid holidays PLUS your birthday off
- Continuing education and professional development support
Requirements
- Active Utah Property & Casualty License
- Insurance agency experience
- Strong customer service and communication skills
- Ability to multitask, prioritize, and stay organized
- Attention to detail and accurate documentation
- Experience with AMS360 or similar management systems
- Proficiency with Microsoft Office
Preferred Qualifications
- Bilingual English/Spanish
- Commercial and/or personal lines experience preferred; candidates with personal lines experience and willingness to learn commercial are encouraged to apply
- Experience with renewals, endorsements, billing, claims support, and certificates of insurance
- Independent agency experience preferred
Responsibilities
- Service new and existing client accounts.
- Process endorsements, policy changes, certificates, and proof of insurance.
- Assist with billing questions, payments, claims follow-up, and renewals.
- Communicate with clients, carriers, underwriters, and producers.
- Maintain accurate documentation in AMS360.
- Assist with phones and daily office operations.
- Collaborate with teammates to provide exceptional client service.
We are looking for someone seeking a long-term opportunity within the insurance industry who is eager to continue growing professionally and take on expanded responsibilities.
If this sounds like a fit, we would love to hear from you.
Salary : $35 - $45