What are the responsibilities and job description for the Personal Lines Sales and Service position at Leavitt Group?
Dott-Leavitt Insurance, a Leavitt Group affiliate, in Pittsburgh, PA is looking for a Personal Lines Sales & Service agent to join their team.
In this position you will be responsible for the following:
Job Description
Personal Lines Sales and Service agents are the cornerstone of the personal lines service and sales team. This position answers all inbound personal lines sales and service calls. They perform service and sales for customers including but not limited to: writing new business and quotes, cross-selling, marketing, adding/deleting/replacing vehicles, changing coverage, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, and handling other insurance questions as appropriate to service customers. This position will also assist with occasional commercial line service work, as needed.
Responsibilities And Duties
Dott-Leavitt offers a competitive base salary with commission on new business, plus:
As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
In this position you will be responsible for the following:
Job Description
Personal Lines Sales and Service agents are the cornerstone of the personal lines service and sales team. This position answers all inbound personal lines sales and service calls. They perform service and sales for customers including but not limited to: writing new business and quotes, cross-selling, marketing, adding/deleting/replacing vehicles, changing coverage, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, and handling other insurance questions as appropriate to service customers. This position will also assist with occasional commercial line service work, as needed.
Responsibilities And Duties
- Handle customer service requests in a professional and knowledgeable manner.
- Market and bring in new business accounts, cross-sell.
- Determine all impacts/needs associated with the service request, including impacts to other coverage’s 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.
- Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
- Maintain effective and timely follow-up systems and verify transactions with customers.
- 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 Customer Service Representative performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
- Property and Casualty License preferred, or willingness to obtain license in 90 days
- Excellent communication skills; verbally and written
- Detail oriented and able to maintain compliance standards
Dott-Leavitt offers a competitive base salary with commission on new business, plus:
- Paid License renewal and continuing education
- Recognition and rewards
- Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
- Vision, Dental, HSA/FSA, & Life Insurance
- Paid time off (vacation & sick time)
As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
