Life & Health Account Assistant - Entry Level

Life & Health Account Assistant – Entry Level

Western Dakota Insurors, Inc. (WDI) is looking for an energetic, self-motivated individual who is interested in beginning or growing a career in Life & Health insurance. If you enjoy helping others, are organized, detail-oriented, and thrive in a collaborative environment, we'd love to hear from you!

As a Life & Health Account Assistant, you'll play an important role in supporting our Life & Health team while developing valuable insurance knowledge and experience. This is a great opportunity for someone who wants to learn the industry, grow professionally, and build a long-term career in insurance.

What You'll Do:

• Provide day-to-day administrative and customer service support to the Life & Health team
• Assist Account Managers and Producers with servicing client accounts
• Process policy changes, applications, enrollments, and other client service requests
• Communicate with clients and insurance carriers to obtain information and follow up on outstanding items
• Assist with preparing quotes, proposals, renewals, and other client materials
• Maintain accurate and up-to-date client and policy information within agency systems
• Help respond to client questions and ensure requests are handled promptly and professionally
• Assist with billing, policy documentation, and other account-related needs
• Learn insurance carrier systems, agency procedures, and Life & Health insurance products
• Provide exceptional customer service while developing strong relationships with clients, carriers, and team members

What We're Looking For:

Previous insurance experience is preferred but not required. More importantly, we're looking for someone who is:

• Motivated, dependable, and eager to learn
• Highly organized with strong attention to detail
• Comfortable working with multiple tasks and deadlines
• An effective written and verbal communicator
• Professional and client-focused
• A proactive problem solver with strong follow-through
• Comfortable learning new software and systems
• Able to work effectively both independently and as part of a team
• High school diploma required; college degree preferred.

We'll Help You Grow:

At WDI, we believe in investing in our employees. We provide comprehensive training, one-on-one mentorship, and opportunities for professional development to help you develop your insurance knowledge and build a successful long-term career.

For candidates who are not currently licensed, WDI will cover the cost of obtaining the appropriate Life & Health insurance license, as well as approved continuing education.

Why Work at WDI?

• Family-owned, independent agency with a supportive, team-oriented culture
• Competitive pay based on experience
• Excellent benefits and generous paid time off
• 401(k) with employer contributions
• Paid licensing and continuing education
• Ongoing training and mentorship
• Opportunities for advancement and long-term career growth
• Convenient downtown Rapid City office

If you're looking for a company that values its employees, invests in their development, and provides an opportunity to build a rewarding career, we'd love to hear from you.

Apply today and become part of the Western Dakota Insurors team!

IMPORTANT APPLICATION REQUIREMENT:

All applicants will receive an online assessment immediately after applying. The assessment is a required part of our application process. Applicants who do not complete the assessment will not be considered further for this position.

Salary Range: $45,000.00 - $65,000.00 per year

Annual Base Salary Based on Experience

This Position Requires:

• High school diploma or equivalent required
• Bachelor's degree preferred, but not required
• Previous experience in Life & Health insurance or a related insurance role preferred
• Strong communication and interpersonal skills
• Excellent organizational skills and attention to detail
• Strong customer service mindset with a professional, client-focused approach
• Self-motivated with a willingness to learn and take initiative
• Strong follow-through and problem-solving skills
• Ability to prioritize responsibilities and manage multiple tasks and deadlines
• Comfortable learning and working with insurance carrier systems and agency software
• Ability to work effectively both independently and as part of a team
• Previous experience in Life & Health insurance or a related insurance role preferred
• Experience working with Life & Health products and multiple insurance carriers is a plus

Key Responsibilities

• Assist Life & Health Account Managers and Producers with the day-to-day servicing and management of client accounts
• Maintain regular communication with clients to ensure they receive prompt, professional, and exceptional customer service
• Communicate with insurance carriers and underwriters regarding applications, renewals, policy changes, quotes, and other service needs
• Assist with marketing client accounts to insurance carriers and gathering information needed to obtain competitive coverage options
• Prepare and process policy changes, applications, proposals, quotes, and renewals
• Perform rating and quoting duties using carrier systems and agency software
• Review quotes, policies, applications, and other documents for accuracy and completeness
• Follow up with clients, carriers, and underwriters on outstanding information and service requests
• Maintain accurate and up-to-date client, policy, and activity information within agency systems
• Assist with enrollment, eligibility, billing, claims, and other Life & Health service needs as appropriate
• Provide proactive follow-up and support to help ensure client needs are handled accurately and efficiently
• Develop knowledge of Life & Health insurance products, carrier requirements, and agency procedures through ongoing training and hands-on experience

At Western Dakota Insurors, we specialize in Commercial Property, Casualty, Auto, Home, Life, and Employee benefits. We believe that strong communities grow stronger individuals and businesses. We give generously of our time and resources to support our community. We are located in Rapid City SD. The beautiful Black Hills of South Dakota are such a wonderful place to work and play. Apply to be part of our team today!