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: $45000.00 - $65000.00 per year
BenefitsAnnual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Parental Leave
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Responsibilities
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
RequirementsThis 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