Personal Lines Account Manager

Leavitt Group's affiliate, Archibald Insurance Center in Logan, UT is looking to add new talent to their Personal Lines team.

Job description

Becoming a Team member of Leavitt Group introduces you to a career with virtually unlimited possibilities. Our unique corporate culture rewards self-starters and hard workers who adhere to our commitment to do what is best for our clients. At Archibald Insurance you will get the training, mentoring, and the tools you need to succeed. The position would require you to be in-office (M-F from 8-5:00 pm)

Job Description

Personal Lines Account Managers are the cornerstone of the personal line's services team. This position answers all inbound personal lines service calls. They perform service and sales for customers including but not limited to: adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers.

Responsibilities and Duties

Personal Lines Account Manager will handle customer service requests in a professional and knowledgeable manner. They will determine all impacts/needs associated with the service request, including impacts to other coverage’s or policies. During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk. You will support your book of business by finding opportunities to enhance the client relationship and retain business.

The Account Manager will document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy. They will maintain effective and timely follow-up systems and verify transactions with customers. They will effectively utilize technology to perform assignments and requests. Additionally, they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively. Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.

In addition to inbound service calls, the Account Manger performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.

Job Requirements/Competencies

• Licensed required in Property and Casualty
• 1-2 years Agency experience preferred.
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Must be dependable, provide timely response, and complete work activities.

Benefits

Our Leavitt Group affiliate, Archibald Insurance Center offers an attractive compensation and benefits plan.

• Paid License renewal and continuing education
• Hourly wage between $ 18.00 - 25.00 / hr ** plus ** commission on new business
• Recognition and rewards
• Attractive Benefits package, including 401k,
• Health Plan through UMR a United Healthcare company
• Vision, Dental, FSA,& Life Insurance
• Paid time off (vacation & sick time)
• A Wellness program that allows you to earn dollars toward your HSA Account

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.

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Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday
• No weekends

Work setting:

• In-person
• Office

License/Certification:

• Property & Casualty License (Required)

Work Location: In person