What are the responsibilities and job description for the Personal Lines Account Manager position at Leavitt Group Agency Association?
Stafford-Leavitt Insurance, formerly County Wide Insurance in Harrisonville, MO, is looking for a Personal Lines Account Manager.
Job Description:
Personal Lines Account Manager works to answer inbound personal lines service and sales calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverages, adding/deleting lienholders 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:
- Handle customer service requests in a professional and knowledgeable manner.
- Taking incoming calls for new business and cross selling
- They will help 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.
- They 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 will perform service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
Job Requirements/Competencies:
- Licensed in Missouri for Property and Casualty
- Two years’ personal lines experience
- Office experience
- Excellent communication skills; verbal and written.
- Detail oriented and able to maintain compliance standards.
- Dependable, provide timely response, and complete work activities.
Stafford-Leavitt Insurance offers a full benefits package including.
- A competitive salary based on experience
- Health Insurance
- Dental and Vision Insurance
- 401(k) with matching employer contributions.
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