Leavitt Group · 3 hours ago
Personal Lines Account Manager
High Point, NC
Full-time
Onsite
Entry, Mid Level
$16/hr - $24/hr
2+ years expLeavitt Group is a company committed to providing peace of mind through excellent service and innovative solutions. The Personal Lines Account Manager is responsible for assisting clients with sales and servicing needs, maintaining customer information, and ensuring adherence to agency standards while processing new and renewal personal lines business.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Accurately maintain all customer information in our agency management system and adhere to agency processes and procedures of proper documentation
Responsible for maintaining knowledge of carrier guidelines, underwriting requirements, binding authority, policy forms, and endorsements
Assists customers with their personal lines sales and servicing needs by:
Providing excellent customer service of supported accounts
Assisting in the collection of premiums and reconciliation of accounts as needed
Issuing the proper insurance verification documents to the insured and adhering to carrier guidelines for processing and follow ups
Speaking with company personnel on behalf of the customer for any written and electronic correspondence requests
Performs timely quoting, placement, and proposals of new and renewal personal lines business
Conducts thorough coverage reviews with clients recommending coverage changes, multi-lining of accounts, and remarketing where necessary
Claim gathering and assists with filing the loss with carriers
Maintains assigned daily suspense’s / to do tasks listed in the Agency Management System and Agency Zoom
Provides support of all teammates where needed
Performs special assignments as requested by management
Attending carrier training sessions as directed by the Agency (zoom or in person)
Attends a weekly meeting with your team conducted by your Team Leader
Promotes and enhances the fiduciary responsibilities and reputation of the Agency
Ensures security of all client’s information and agency proprietary information
Qualification
Required
Minimum 2 years personal lines insurance sales and service experience
Attend insurance classes that will increase understanding of the industry and satisfy state licensing CE requirements
Participate in company training classes as required
Adheres to the Leavitt Elite Governing Principles
Adheres to Company Policies and Procedures as set forth
Excellent sales and customer service experience
Excellent communication skills both verbal and written
Strong attention to detail and organizational skills
Possesses time management and the ability to prioritize
Ability to multi-task and function in a fast-paced environment
Knowledge and use of Microsoft Office, Word, and Excel
High school diploma or general education degree (GED)
NC Personal Lines or Property & Casualty License required (P&C preferred)
Nonresident licensing may be required
Preferred
AMS360 and Agency Zoom knowledge
NC Life and Health license
Benefits
Affordable Benefits: Medical, Dental, Vision, Life, Long Term and Short-Term Disability
Matching 401K plan
Paid time off (vacation, sick leave, and holidays)
Paid continuing education and licensing renewals
Exciting growth opportunities
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