Licensed Insurance Account Manager

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.