The Leavitt Group's affiliate in Salinas, CA, Leavitt Central Coast Insurance, is looking for a qualified Commercial Lines Account Manager for their busy office. This position manages an assigned book of commercial property/casualty accounts working with the agency Producer and other staff members to deliver outstanding customer service.

Description:

The Account Manager provides support to the customer, sales staff, and account executives to develop and retain commercial insurance business. Sales support includes developing new accounts, quoting new business coverages, maintaining existing accounts, marketing renewals, forwarding submission packages to the appropriate carriers, and creating insurance proposals for customers. Customer service consists of discussing coverages, recommending coverages, making policy changes, taking claims information, verifying account information, answering customers’ questions, and generating the appropriate documents.

Essential Duties and Responsibilities:

• Accurately maintain customer information in the agency management system by properly documenting the file and making sure that the current applications reflect all changes made to a policy throughout the policy term. Information in the current application should be updated at the time the customer requests a change.

• Understand and utilize the various company products, underwriting requirements, binding authority, policy forms, and rating software programs.

• Service existing commercial lines accounts by:

o Answering coverage questions, recommending coverages,processing policy changes, taking claim information, submitting the proper documents to the carrier, and verifying that documents received from the carrier are correct.

o Issuing the proper insurance verification documents to the insured

(auto ID cards, certificates of insurance, etc.).

o Resolving customer problems and complaints (with assistance/direction from manager as needed).

o Following up on policies that are pending cancellation.

o Collecting agency billed premiums.

• Market new and renewal business.

• Complete underwriting information and applications (with assistance from the producer if needed). Present submissions to companies.

• Compile company quotes.

• Present quotes to producer, if account is assigned to producer, in an organized format.

• Create accurate and professional looking insurance proposals.

• Assist with the development of recommended coverages for customers.

• Learn of new products or changes and convey them accurately to customers.

• Assist with answering phones and other general office duties as required.

• Promote and enhance the reputation of the agency

Qualifications:

High school diploma or general education degree (GED)

• Property & Casualty license is required and must be maintained

• 3 to 5 years of insurance agency experience

• Must be able to communicate

information and respond to questions (both verbally and in written form) effectively with clients,carriers, company personnel, and others

• Possesses the ability to

perform work in a dependable, consistent, and timely manner

• Demonstrates the ability to follow instructions, respond to management direction, and solicits feedback to improve performance

• Proficient computer

skills including Microsoft

Office Suite·

Benefits:

· Medical, dental, vision, and group life insurance coverage. We pay the majority of the cost for you and/or your eligible dependents

· Optional 401K savings plan with employer contribution

· Paid vacations and holidays

· Annual offsite holiday party with overnight stay, dinner, breakfast and mileage reimbursement.

Leavitt Central Coast in Salinas, CA takes pride in providing their clients the best service. They offer Risk Management, Loss Control and personalized Claims’ handling.

Their small office offers a warm, fast-paced work environment and employees feel valued and appreciated. Staff are always encouraged to take advantage of opportunities for professional development and are supported in their efforts to improve upon their skills. Come join us!!

Qualified candidates are encouraged to apply for immediate consideration.

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person