What are the responsibilities and job description for the Personal Lines Account Manager position at Leavitt Group?
Leavitt Group Mid-West in Newark, Ohio is looking to add new talent to their Personal Lines team.
Description
Account Managers are responsible for profitably growing a designated book of personal lines business. They are expected to grow premium through three primary methods:
- Grow: Increase average number of relationships per household by up-selling and cross-selling personal lines products.
- Acquire: Obtain new customers through proactive acquisition methods, including, but not limited to, outbound calls, lead generating events and guerilla marketing tactics.
- Retain: Preserve current customer relationships through ongoing contact.
Responsibilities and Duties
Account Managers will identify customer’s insurance needs; determine and present solutions. Educate and advise customers on product features and benefits. They will grow their client base by generating leads through proactive calling and working events. Account Managers are expected to continuously re-quote leads and attempt to win-back former customers. They will conduct account reviews, identify basic life needs and be able to provide solutions for those needs through themselves or the agency financial advisors.
The Account Managers will utilize agency business processes and activities to grow their book, track, and document their contacts and activities. They will effectively use technology and agency systems to perform transactions, support customers, and ensure transactions are completed in a timely manner.
Job Requirements/Competencies
- Licensed in Ohio for Property and Casualty or will obtain within 60 days.
- Excellent communication skills; verbally and written.
- Ability to influence others face to face and through outbound call campaigns.
- Detail oriented and able to maintain compliance standards.
Benefits:
Leavitt Group Mid-West offers a competitive base salary (35K-40 K) with the opportunity to earn monthly, and quarterly bonuses based on performance. Additionally, Leavitt Group Mid-Wet offers a health plan, and a 401K with company matching, paid time off (vacation and sick time) and a Wellness Program.
Interested candidates are encouraged to apply!
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