• 401(k) matching
• Paid time off
• Health insurance

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

• Provide service to existing clients by processing account transactions along with the related documentation.
• Enter applications and process certificates, ID cards, endorsements, cancellations, and audits in a timely manner.
• Assist with gathering client information or paperwork and assist with proposals and new policy check in as requested.
• Gather information and prepare preliminary comparisons for renewals.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members and participate in formal and informal meetings as needed.

• Hold the Commercial Lines insurance license required by your state.
• A minimum of one to two years commercial lines insurance account management experience as well as a Bachelor’s Degree or comparable work experience is preferred.
• Demonstrate a basic knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively assist with the work for assigned clients and prospects.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
• Can be remote, but must be based in Iowa.

Flexible work from home options available.