Personal Lines Assistant

As a Personal Lines Assistant with Leavitt Central Coast your duties are key to our agency’s success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, processing policy changes, etc.) and supporting sales agents. A previous background in Property & Casualty insurance is preferred but not required. We will train candidates new to the industry and support them in earning their P&C license.

As a Personal Lines Assistant, you will provide client support by interacting directly with clients and by supporting our sales agents. Your role includes*:

• Supporting agents by processing policy changes, updating policies on an agent’s behalf, attaching documentation, running reports, and entering data
• Engaging with clients via phone, email, text and in the office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)
• Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client’s needs
• Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct.
• Supporting Agency leadership with special projects, client development and auditing policy information
• Participating in agency-sponsored community events.
• Note that some tasks require a P&C license and will be added once you have acquired your license.
  
  

Requirements:

• 2 years of relevant professional experience in roles that require attention to detail, strong communication skills and excellent customer service
• You will be required to obtain a P&C Insurance License within 90-180 days of employment.
  
  

Our ideal applicant is:

• Comfortable working with multiple software programs and communicating with clients via text, email and phone
• An excellent communicator and listener: Friendly, empathetic and able to translate complex insurance details into information the client can understand and use
• Trustworthy, ethical, and discreet
• Detail oriented: Insurance contracts are complex and require careful interpretation.
• Comfortable working within a team environment
  
  

Benefits

Leavitt Central Coast offers a competitive hourly wage ($20.00- $ 23.00/ hr.) commission on new business and an attractive benefits plan that includes a health plan and a 401k with company matching.

The position will offer a hybrid / remote work schedule that would require you to be in the office 3 days pers week initially.