What are the responsibilities and job description for the Personal Lines Account Manager position at Leavitt Group Agency Association?
If you are looking for an outstanding professional career opportunity, Starley-Leavitt Insurance Agency, a Leavitt Group office in Twin Falls, ID is looking to add to their team.
As a Personal Lines Account Manager, you will work closely with the Account Executive and Personal Lines Manager in providing ongoing support to their personal accounts.
Responsibilities for this position are as follows:
- Know the various company products, underwriting requirements, binding authority, policy forms, rating software programs, and competitiveness in the marketplace.
- Service all existing personal lines accounts by:
*Speaking with customers and company personnel on the phone or in person during office visits and responding to all written correspondence.
*Answering coverage questions, recommending coverages, processing policy change information, taking claim information, collecting premiums, submitting the proper documents to the company, and verifying that documents received from company are correct.
*Issuing the proper insurance verification documents to the insured (auto id, certificates, etc.).
*Resolving customer problems & complaints (with assistance/direction from manager as needed).
*Following up on policies that cancel.
*Assisting with the collection of premiums and reconciliation of accounts as needed.
- Develop existing accounts by attempting to provide additional coverages on existing policies, or adding additional lines of business (cross-sell).
- Assist the agency in developing new business by providing accurate quotes in a timely manner, preparing proposals, completing company required forms and requests, submitting account information to the company, providing the customer with appropriate documentation, and verifying documents received from the company are accurate.
* Will provide assistance to the Personal Lines Manager on various day to day tasks and other clerical needs at times
Experience:
- Must have a P&C license (preferred) or the willingness to obtain one within the first 90 days of employment
- Must have strong computer software and in using Microsoft Office i.e. Excel, Word
- Must have strong oral and written communication skills
- Must have experience with carrier rating software
- Experience with the AMS 360 is highly preferred
Benefits:
Starley-Leavitt Insurance, offers a competitive hourly wage and an attractive benefits package that includes:
- HSA/Health Plan,
- Starting at $16.00 hour DOE & opportunity for commissions
- Dental & Vision, FSA
- 401K with company matching
- Paid time off (vacation /holidays & sick leave)
- A Wellness Program
Interested 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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Salary : $16
