What are the responsibilities and job description for the Insurance Client Services Associate position at Leavitt Group?
Start a Career in Insurance
Pyron Group is seeking a friendly, dependable, and growth-minded Client Services Associate to join our team.
This role serves as the first point of contact for clients while supporting the day-to-day administrative and processing work that helps our agency run smoothly. No insurance experience is required. We are looking for someone who enjoys helping people, stays organized, pays attention to details, and is eager to learn.
This position is a starting point for a long-term career in insurance. We will support the right candidate in studying for and obtaining a Property & Casualty insurance license, with opportunities to grow into Account Management, Sales, or other insurance-related roles over time.
At Pyron Group, our purpose is simple: Lighten the load and lift the spirit.
What You'll Do
Client Service
What We're Looking For
Many successful insurance professionals started without any insurance background.
We're Looking For People Who Are
Professional Development
We believe in developing people, not just filling positions.
As a Client Services Associate, You'll Have Access To
Pyron Group offers a competitive compensation and benefits package, including:
Pyron Group is a people-first insurance organization serving individuals, families, and businesses across Mississippi and beyond.
We believe insurance should be easier to understand, easier to navigate, and backed by people who genuinely care. We work hard, support one another, and create opportunities for our teammates to grow professionally while making a meaningful impact on the lives of our clients.
Pyron Group is seeking a friendly, dependable, and growth-minded Client Services Associate to join our team.
This role serves as the first point of contact for clients while supporting the day-to-day administrative and processing work that helps our agency run smoothly. No insurance experience is required. We are looking for someone who enjoys helping people, stays organized, pays attention to details, and is eager to learn.
This position is a starting point for a long-term career in insurance. We will support the right candidate in studying for and obtaining a Property & Casualty insurance license, with opportunities to grow into Account Management, Sales, or other insurance-related roles over time.
At Pyron Group, our purpose is simple: Lighten the load and lift the spirit.
What You'll Do
Client Service
- Welcome clients and visitors to the office.
- Answer incoming calls and route them to the appropriate team member.
- Assist with routine client requests and questions.
- Help create a positive and professional client experience.
- Accept and process client payments.
- Assist with policy documents, ID cards, and routine servicing requests.
- Support Account Managers with renewal and quoting preparation.
- Process and organize incoming insurance carrier correspondence and documentation.
- Maintain accurate records and documentation in agency systems.
- Create follow-up reminders to ensure requests are completed.
- Assist Account Managers, Risk Advisors, and Office Managers with administrative needs.
- Help ensure client requests are handled accurately and efficiently.
- Participate in training and professional development opportunities.
- Take on additional responsibilities as skills and experience grow.
What We're Looking For
- Strong communication and customer service skills.
- Dependable, organized, and detail-oriented.
- Comfortable working with technology and learning new systems.
- Positive attitude and willingness to learn.
- Ability to manage multiple tasks.
- Customer service, administrative, reception, banking, hospitality, or office experience.
- Experience handling payments, documents, or client records.
- Interest in insurance, financial services, or sales.
Many successful insurance professionals started without any insurance background.
We're Looking For People Who Are
- Coachable
- Caring
- Reliable
- Curious
- Professional
- Eager to grow
Professional Development
We believe in developing people, not just filling positions.
As a Client Services Associate, You'll Have Access To
- Insurance training and mentorship
- Property & Casualty licensing support
- Carrier education programs
- Continuing education opportunities
- Ongoing coaching and development
Pyron Group offers a competitive compensation and benefits package, including:
- Medical, dental, and vision insurance
- 401(k) with employer match
- Paid time off and holidays
- Company-paid life insurance
- Company-paid short-term disability
- Ongoing training and career development
Pyron Group is a people-first insurance organization serving individuals, families, and businesses across Mississippi and beyond.
We believe insurance should be easier to understand, easier to navigate, and backed by people who genuinely care. We work hard, support one another, and create opportunities for our teammates to grow professionally while making a meaningful impact on the lives of our clients.