What are the responsibilities and job description for the Insurance Account Specialist position at Leavitt Group?
We are seeking an experienced Insurance Account Specialist to join our team at the Leavitt Group. As a key contributor, you will be responsible for providing exceptional customer service and support to our clients, while also identifying opportunities to enhance the client relationship and retain business.
Key Responsibilities:
- Handle customer service requests and perform service activities to support the team and manager
- Maintain accurate customer records and files
- Update customer information as necessary
- Document all contacts and maintain effective follow-up systems
Competencies:
- Property & Casualty License
- 2 years Agency experience preferred
- Excellent communication skills; verbally and written
- Detail oriented and able to maintain compliance standards
