What are the responsibilities and job description for the Personal Lines Account Manager position at First Independent Insurance Agency?
We are hiring!
Personal Lines P&C Customer Service Representative
First Independent Agency is looking for a Personal Lines – P&C Customer Service Representative for their busy office. In this position you will be responsible for the following.
Personal Lines Customer Service Representative works with peers to answer all inbound personal lines service calls. They perform service and sales for customers including but not limited to: adding/deleting/replacing vehicles, changing coverages, 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. Experience with AMS 360 is a plus!
Essential Duties and Responsibilities:
- Retain renewal business by contacting insureds to review coverage.
- Review current underwriting information in order to qualify customers for improved programs and monitor renewal premiums for excessive increases.
- Develop existing accounts by attempting to provide additional coverage on existing policies or adding additional lines of business (cross-sell).
- Provide company product, coverage, and rate training to other agency personnel as needed.
- Assist with the development of recommended coverage for customers.
- Cross sell Life Insurance.
- Assist with answering phones and other general office duties as may be required.
- Provide new business quotes and sell Personal Lines P&C
Job Requirements:
- Property and Casualty & Life and Health License Required
- Excellent communication skills; verbally and written.
- Detail oriented and able to maintain compliance standards.
- Must be dependable, provide timely response, and complete of work activities.
- Possess the ability to perform work in a dependable, consistent, and timely manner.
- Proficient computer skills including Microsoft Office Suite
First Independent offers a competitive salary and an attractive benefits package that includes a health plan, 401 K with company matching, paid time off (sick time and vacation) Life Insurance, dental, vision and an FSA. Pay can vary with experience.
Qualified candidates are encouraged to apply by sending their resume to tom-sokol@leavitt.com
Job Types: Full-time, Permanent
Pay: From $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Vision insurance
Supplemental Pay:
- Bonus opportunities
- Commission pay
License/Certification:
- Insurance Producer License (Required)
Ability to Relocate:
- Clinton Township, MI 48038: Relocate before starting work (Required)
Work Location: In person
Salary : $45,000