What are the responsibilities and job description for the Personal Lines Account Manager position at Leavitt Group Agency Association?
The Leavitt Group's affiliate, Leavitt Piedmont Insurance in Greensboro, NC is looking to add new talent to their Personal Lines team.
Personal Lines Account Manager
Becoming a Team member of Leavitt Piedmont Insurance 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 Piedmont Insurance you will get the training, the mentoring, and the tools you need to succeed.
Job Description
Personal Lines Account Manager are the cornerstone of the personal lines services team to help service a large personal lines book of business. 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 coverages 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 our book of business by finding opportunities to enhance the client relationship and retain business for the agency.
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 Manager is also responsible for outbound communication with clients and prospects as well as perform service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
Job Requirements/Competencies
- Licensed required in North Carlina for Property and Casualty
- 2 years Agency experience preferred.
- Experience with several carriers is 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.
- Time management is essential for this position.
- Bi-lingual in Spanish would be a plus!
Benefits
Leavitt Piedmont Insurance offers a competitive hourly wage, depending on experience, with team bonus opportunities.
- 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)
Qualified candidates are encouraged to apply!
As a national company, the Leavitt Group is one of the 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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