Personal Lines Account Manager

Leavitt Group; Pilot Mountain (NC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Dental and Vision Insurance

401(k) with matching employer contributions

HSA and FSA

Paid sick and vacation leave

Job summary

A leading insurance brokerage in Pilot Mountain is seeking a Personal Lines Account Manager to manage inbound service calls and provide professional customer support. The role requires a Property and Casualty license and includes handling various service requests and cross-selling products. Ideal candidates will have good communication skills and experience in an agency setting. The company offers a comprehensive benefits package including health insurance and a 401(k).

Qualifications

• Must have a Property and Casualty license.
• Agency experience preferred.
• Excellent communication skills, both verbal and written.

Responsibilities

• Handle customer service requests professionally.
• Identify coverage gaps and educate customers on risk mitigation.
• Document all contacts and maintain accurate customer information.

Skills

Excellent communication skills

Detail oriented

Dependability

Education

Property and Casualty License

Tools

AMS360

Job description

The Leavitt Elite Insurance Advisors, a Leavitt Group affiliate is looking for a Personal Lines Account Manager for their busy office.

MUST have a Property and Casualty license

In this position you will be responsible for the following:

Job Description

Personal Lines Account Manager are the cornerstone of the personal lines services team. This position answers all inbound personal lines service calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lien-holders 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

• Personal Lines Account Manager will handle customer service requests in a professional and knowledgeable manner.
• They will 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.
• The Account Manager 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 performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.

Job Requirements/Competencies

• Property and Casualty License required.
• Agency experience preferred.
• AMS360 experience preferred.
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Must be dependable, provide timely response, and complete work activities.

Benefits

• Health Insurance
• Dental and Vision Insurance
• 401(k) with matching employer contributions.
• HSA and FSA
• Paid sick and vacation leave