Leavitt Group · 1 day ago
Personal Lines Account Manager
High Point, NC
Full-time
Onsite
Entry, Mid Level
$16/hr - $24/hr
2+ years expLeavitt Group is looking for a Personal Lines Account Manager for their busy office. This role is responsible for handling customer service requests, providing sales support, and ensuring effective communication with clients regarding their insurance needs.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
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
Qualification
Required
MUST have a Property and Casualty license
Excellent communication skills; verbally and written
Detail oriented and able to maintain compliance standards
Must be dependable, provide timely response, and complete of work activities
Preferred
2 years Agency experience preferred
AMS360 experience preferred
Benefits
Health Insurance
Dental and Vision Insurance
401(k) with matching employer contributions.
HSA and FSA
Paid sick and vacation leave
Company
Leavitt Group
Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Leavitt
Executive Chairman & CEO
Joe Callister
Chief Operating Officer
Company data provided by crunchbase