What are the responsibilities and job description for the Personal Lines Account Manager position at Leavitt Group?
Becoming a Team member of Leavitt Group Northwest in Auburn, WA 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 Group Northwest you will get the training, the mentoring, and the tools you need to succeed.
Job Description
Personal Lines Account Managers are the cornerstone of the personal lines services team. This position answers all inbound personal lines service calls. They perform service work for customers including but not limited to: adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lienholders, and mortgagees, answering billing questions, verifying insurance, taking payments, and managing 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.
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 Manger performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
Job Requirements/Competencies
Job Description
Personal Lines Account Managers are the cornerstone of the personal lines services team. This position answers all inbound personal lines service calls. They perform service work for customers including but not limited to: adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lienholders, and mortgagees, answering billing questions, verifying insurance, taking payments, and managing 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.
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 Manger performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
Job Requirements/Competencies
- Property and Casualty License
- Knowledge of the AMS 360 is a plus.
- 1-3 years of agency experience
- Excellent communication skills; verbally and written.
- Detail oriented and able to maintain compliance standards.
- Must be dependable, provide timely response, and complete of work activities.
- $63,000-$65,000 depending on experience
- Quarterly department bonus
- Paid License renewal and continuing education
- Health Insurance
- Dental and Vision Insurance
- 401K with matching employer contributions
- HSA and FSA
- Paid sick and vacation leave
