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Leavitt Group · 2 weeks ago

Account Manager - CSR

Mountain Home, ID

Full-time

Onsite

New Grad, Entry Level

$15/hr - $18/hr

Leavitt Group is a leading insurance agency, and they are seeking a Personal Lines Account Manager to assist in servicing insurance policies and supporting sales agents. The role involves providing excellent customer service, processing policy changes, and engaging with clients to meet their insurance needs.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance

Growth Opportunities

Responsibilities

Supporting agents by processing policy changes, updating policies on an agent’s behalf, attaching documentation, running reports, and entering data

Engaging with clients via phone, email, text and in office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)

Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client’s needs

Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct

Supporting Agency leadership with special projects, client development and auditing policy information

Participating in agency-sponsored community events and service projects

Note that some tasks require a P&C license and will added once you have acquired your license

Qualification

P&C Insurance LicenseCustomer ServiceAttention to DetailCommunication SkillsTech-savvyTeamworkAdaptabilityMotivation

Required

Relevant experience in roles that require attention to detail, strong communication skills and excellent customer service

You will be required to obtain a P&C Insurance License within 90-180 days of employment. Training and testing is paid for by our agency

Tech-savvy: Comfortable working with multiple software programs and communicating with clients via text, email and phone

An excellent communicator and listener: Friendly, empathetic and able to translate complex insurance details into information the client can understand and use

Trustworthy, ethical, and discreet: We are privileged to be a part of our clients' lives and we take that responsibility seriously

Detail oriented: Insurance contracts are complex and require careful interpretation

Comfortable working within a team environment: Our agency is unique. Each team member is expected to answer questions and provide service for all clients

Eager to grow and learn: We offer continuing education options and consistently introduce training opportunities for our team

Able to thrive in a fast-paced, constantly changing environment: This role requires flexibility, a positive attitude, and the ability to pivot quickly to meet changing needs

Motivated to contribute: Our agency is on a trajectory of continued growth. We're looking for someone who is eager to be a part of that future

Preferred

Previous background in Property & Casualty insurance

Benefits

401(k) with company matching

A health plan

Paid time off (covering both sick and vacation days)

A wellness program

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.

Founded in 1952