Client Services Associate - CL Account Manager Track

Berrong Insurance Agency

Client Services Associate - CL Account Manager Track

Edmond, OK
Full Time
Paid
  • Responsibilities

    Benefits:

    Health insurance

    Opportunity for advancement

    Paid time off

    Training & development

    Berrong Insurance Agency is seeking a motivated, organized, and customer-focused individual to join our team as a Customer Service Associate. This is not just a front desk or data entry role—this is a career development opportunity designed to grow into a licensed Commercial Lines Account Manager position within our agency.

    In this role, you will serve as the first point of contact for our clients while supporting our service team with administrative and data entry tasks. As you gain experience, you will be trained in insurance products, client service workflows, and policy management, with the goal of transitioning into a Commercial Lines Account Manager role.

    Responsibilities:

    Answer incoming phone calls and route them to the appropriate team members

    Greet clients and visitors, providing a professional and welcoming first impression

    Perform accurate data entry and maintain client and policy information in our agency management system

    Provide administrative and operational support to Account Managers and Producers

    Assist with processing policy changes, documentation, and client requests

    Learn insurance coverages, terminology, and service workflows over time

    Support the team in delivering excellent customer service and timely communication

    Growth Opportunity: This position is designed as a pathway into a Commercial Lines Account Manager role. As a Client Services Associate, you will:

    Gain hands-on experience in client service and insurance operations

    Receive ongoing training and mentorship from our team

    Be supported in obtaining your insurance license

    Transition into an Account Manager role as you develop skills and knowledge

    Qualifications:

    Strong interest in the insurance industry and a desire to build a long-term career

    Excellent communication and interpersonal skills

    High attention to detail and organizational skills

    Ability to multitask and work in a fast-paced environment

    Proficiency in Microsoft Office (Excel, Word, Outlook, Teams)

    Previous customer-facing or administrative experience preferred

    Data entry experience is a plus, but not required

    Willingness to learn and grow into a licensed Account Manager role

    Compensation & Benefits:

    Starting pay is $15–$18 per hour with increases based on training milestones and licensing.

    Professional development and training opportunities

    Clear career advancement path into Account Management

    Job stability in a growing industry