Corporate Concierge - Remote -

Leavitt Great West Insurance Services is a nationally recognized insurance brokerage firm with offices throughout Montana and with clients throughout the US, we continue to work on culture and a meaningful work life balance for employees. LGW is part of the Leavitt Group enterprise based in Cedar City Utah and with representative offices throughout the United States. As a team we are in the top 20 privately held insurance brokerage firms in the US. This position may be performed remotely.

Concierge Job Responsibilities:

• Contacts clients and provides outstanding customer service to all clients.
• Assists clients and owners in a branded, friendly, proactive and efficient manner with appropriate follow-up as necessary.
• Knows all essential aspects of agency operations.
• Maintains a positive and professional relationship with all clients and team members.
• Supports agency partners and clients delivering communication to managers, producers and clients on a daily basis.
• Supports the marketing and sales department with administrative tasks.
• Facilitates correspondence with clients daily and routinely on a scheduled basis
• Works collaboratively with any agency team members and utilizes resources necessary to support client meetings.
• Makes entries and task requirements in Agency Management software.
• Partners and supports the Leavitt Great West Claims Advocate
• Maintains open active claim monitoring and reports
• Performs claims administrative tasks for Agency team as assigned.
• Assists clients with open claims management and cost containment efforts
• Administers, coordinates, and executes various Leavitt Captive as well as Agency meetings and destinations
• Assists in scheduling and coordinating agency travel needs for management team.

What can you expect?

• Small agency feel with world class resources of a national corporation
• Committed, competent and engaged leadership at all levels
• Driven & entrepreneurial team-oriented environment
• Constant opportunity for growth and client driven services
• Our Core Values: Innovation, Passion, Collaboration, Accountability, and Integrity
• Leavitt Great West Insurance Service; leave nothing you value to chance!

Concierge Qualifications / Skills:

• Strong verbal and written communication skills
• Exceptional phone skills
• Ability to work independently with high efficiency
• Ability to obtain insurance license
• True desire to satisfy the needs of others in a fast-paced environment
• Ability to interact with all clients and owners, internal and external, effectively with tact and diplomacy
• Ability to organize and prioritize client needs and delegate required responses.
• Strong ability to schedule and manage multiple calendars
• Competent Microsoft Office skills
• Strong follow through skills

Education, Experience, and Licensing Requirements:

• BA/BS University degree with a concentration in marketing, promotions, advertising sales, or hospitality preferred
• 3 to 5 years of hospitality and concierge experience preferred
• Insurance brokerage experience preferred
• Working knowledge of office software, point-of-sale and phone systems

Benefits and what is in it for you?

• Personal & professional development opportunities
• Strong team support and management communication
• Flexible work options
• Colleague Resource Groups and a focus on diversity, equity, and inclusion
• Paid License renewal and continuing education
• Recognition and rewards
• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
• Vision, Dental, HSA/FSA, & Life Insurance
• Paid time off (vacation & sick time), including paid parental leave

Qualified candidates are encouraged to apply!

As a national company, the Leavitt Group is the 19th largest privately-held insurance agency brokerage in the nation, with over 250 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

Who are we? Please watch https://youtu.be/tmNRjDxzKQk

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