Personal Lines Account Manager

Leavitt Group; Fort Bragg (CA); On-site; USD 30,000 - 47,000; Full time

Benefits offered by this job

Competitive hourly wage

Health Insurance (HSA or FSA)

Dental and Vision Insurance

401(k) with matching employer contributions

Paid time off

Wellness Program

Job summary

A leading insurance agency in Fort Bragg, California, is seeking a Personal Lines Account Manager to support customer service and sales in property and casualty insurance. Responsibilities include handling inbound service requests, documenting customer interactions, and identifying coverage gaps. Candidates should have a Property and Casualty license, along with 3-4 years of personal lines experience. The position offers competitive pay and benefits including health insurance, 401(k) matching, and paid time off.

Qualifications

• Proven ability to handle customer service requests effectively.
• Experience in taking incoming calls for new business and cross selling.
• Knowledge of personal lines products and agency rules.
• Detail oriented with compliance focus.
• Dependable with timely responsiveness.

Responsibilities

• Handle customer service requests professionally.
• Document all contacts and maintain customer records.
• Identify coverage gaps and educate customers.
• Document contacts and maintain accurate records.
• Follow up promptly and use agency systems effectively.
• Collaborate with producers and carriers to service clients.

Skills

Excellent communication skills

Detail oriented

Dependable

Attention to detail

Reliability

Education

Licensed in Property and Casualty

3-4 years of personal lines experience

Job description

At Lincoln Leavitt our Account Managers are trusted advisors—supporting renewals, driving new business, and delivering exceptional service. You’ll work closely with producers and carriers to ensure clients have the right property and casualty coverage.

Job Description

The Personal Lines Account Manager works to answer inbound personal lines service and sales calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverages, adding/deleting lienholders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers.

Responsibilities and Duties

• Handle customer service requests in a professional and knowledgeable manner.
• Taking incoming calls for new business and cross selling
• They will help 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.
• They 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 Manager will perform service activities to support their team and their manager or others, consistent with the responsibilities outlined above.

Job Requirements/Competencies

• Licensed in Property and Casualty
• 3-4 years of personal lines experience in service and sales
• Excellent communication skills; verbal and written.
• Detail oriented and able to maintain compliance standards.
• Dependable, provide timely response, and complete work activities.

Benefits

• A competitive hourly wage ( DOE)
• Health Insurance with an ( HSA or FSA )
• Dental and Vision Insurance
• 401(k) with matching employer contributions.
• Paid time off (sick time & vacation days & holidays)
• Wellness Program