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: $45000.00 - $65000.00 per year

Annual 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

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