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Posted 21 July, 2026

Licensed Insurance Account Manager / CSR (Commercial & Personal Lines)

BBSI Lehi PEO
Salt Lake City, UT, US Full Time

Job Description

Job Description

RISK MANAGERS, LLC is 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.


Position Details

  • Full-time, in-office position
  • Monday–Friday, 8:30 AM – 5:00 PM MST
  • Compensation starting at $25/hour, depending on experience
  • 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.


Work Location: In person

Company Description
BBSI helps businesses grow by supporting the people who run them. We partner with local companies to provide hands-on HR, payroll, and safety expertise so they can focus on what they do best. We’re a team of problem-solvers who care about our clients and each other. If you’re looking for a role where you can make a real impact and build strong relationships, BBSI is a great place to grow your career.