Leavitt Group · 1 day ago
Personal Lines Account Manager
Houston, TX
Full-time
Onsite
Entry, Mid Level
$45K/yr - $55K/yr
2+ years expLeavitt Group is one of the largest privately-held insurance agency brokerages in the nation, and they are seeking a Personal Lines Account Manager for their busy office in Houston, TX. This role involves providing support to customers and internal sales staff on Personal Lines Insurance, maintaining accounts, cross-selling, and ensuring customer satisfaction through effective communication and service.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Accurately maintain all customer information in the computer system (AMS360)
Know the various company products, underwriting requirements, binding authority, policy forms, rating software programs (upload & download), and competitiveness in the marketplace
Service all existing personal lines accounts by:
Speaking with customers and company personnel on the phone or in person during office visits and responding to all written correspondence
Answering coverage questions, recommending coverage, processing policy change information, taking claim information, collecting premiums, submitting the proper documents to the company, and verifying that documents received from company are correct
Issuing the proper insurance verification documents to the insured (auto id, certificates, etc.)
Resolving customer problems & complaints (with assistance/direction from manager as needed)
Following up on policies that cancel
Assisting with the collection of premiums and reconciliation of accounts as needed
Retain renewal business by contacting insureds to review coverage
Review current underwriting information in order to qualify customers for improved programs, and monitor renewal premiums for excessive increases
Develop existing accounts by attempting to provide additional coverage on existing policies or adding additional lines of business (cross-sell)
Assist the agency in developing new business by providing accurate quotes in a timely manner, preparing proposals, completing company required forms and requests, submitting account information to the company, providing the customer with appropriate documentation, and verifying documents received from the company are accurate
Process daily-download from carriers, print appropriate reports, and verify download policy information is accurate
Provide manager with monthly “renewal account retention report.”
Provide company product, coverage, and rate training to other agency personnel as needed
Assist with the development of recommended coverage for customers
Meet with Company marketing representatives to learn of new products or changes
Assist with answering phones and other general office duties as may be required
Promote and enhance the reputation of the agency
Qualification
Required
Property and Casualty License
Strong sales skills required
2-3 years Agency experience
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
Knowledge of the AMS 360 is a plus
Bilingual is a plus
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