What are the responsibilities and job description for the Personal Lines Account Manager position at Leavitt Group Agency Association?
Leavitt Elite, a Leavitt Group affiliate in West Jefferson, NC is looking to add new talent to their Personal Lines team.
Becoming a Team member of Leavitt Elite 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. With Leavitt Elite you will get the training, the mentoring, and the tools you need to succeed.
Job Description
Personal Lines Account Managers are the cornerstone of the personal lines 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 Managers 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 in Property and Casualty
- 2- 3 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.
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