What are the responsibilities and job description for the Personal Lines Account Manager position at Spotts Insurance Group, Inc.?
A Leavitt affiliate, Spotts Insurance in Wyomissing, PA is looking to add new talent to their team . As an Account Manager within the Personal Lines Department your duties are key to the agency’s success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, etc.). One must possess strong customer service skills, attention to detail and enjoy working with people.
You will learn to;
o Provide customer support by, talking with customers, posting payments, answering phones, while processing changes, assisting with collection of premiums and reconciling accounts,
o Support Account Managers with special projects and client development
Requirements:
- You must have a current P & C Insurance License
Duties and Responsibilities include:
· Accurately maintain all customer information in the computer management system.
· Take claim information, collect premiums, submit the proper documents to the company,
and verify that documents received from the company are correct.
· Learn to be proficient and knowledgeable of the various company products.
· Speak with customers and company personnel on the phone or in person during office visits and respond to all correspondence.
· Issue the proper insurance verification documents to the insured (auto id, certificates, etc.).
· You will be able to answer coverage questions, and recommend coverage's, process policy changes.,
· Resolve customer problems & complaints (with assistance/direction from manager or producer as needed).
· Retain renewals by contacting insured to review coverages.
· Review current underwriting information to qualify customers for improved programs and monitor renewal premiums for excessive increases.
· Develop existing accounts by attempting to provide additional coverages on existing policies
· Assist the agency in developing new business by providing accurate quotes in a timely manner.
Qualifications
o Strong written and verbal communication skills
o Detail oriented, excellent follow-through
o Demonstrable experience with Windows, Outlook, Word and, Excel. Excellent keyboarding skills and overall computer skills
o Ability to organize, prioritize and self-manage workload in digital workflows
o Confident and outgoing
o Prior business office support experience a plus
o High School Diploma/GED
Why you should apply:
Spotts Insurance, has a long local history, ownership and experience and is co-owned and affiliated with the Leavitt Group, one of the nation’s largest privately-owned insurance agency brokers. Being a member of our team offers a competitive salary ( 18.00- 25.00 / hr. DOE commission and Bonus ) .
Benefits
o 401(k) with matching employer contributions,
o Health Savings Account (HSA)
o Dental and Vision, FSA
o Paid Vacation and Sick time
o Professional Training & Development
Job Type: Permanent
Pay: $18.00 - $25.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Supplemental Pay:
- Bonus opportunities
- Commission pay
Experience:
- insurance: 2 years (Preferred)
License/Certification:
- Property & Casualty License (Preferred)
Work Location: In person
Salary : $18 - $25