Leavitt Group · 11 hours ago
Personal Lines Account Manager
Schuylkill Haven, PA
Full-time
Onsite
Entry, Mid Level
2+ years expLeavitt Group, through its affiliate Spotts Insurance, is seeking a Personal Lines Account Manager to join their team. The role involves supporting renewals, driving new business, and delivering exceptional service to clients regarding their property and casualty coverage needs.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Handle customer service requests in a professional and knowledgeable manner
Taking incoming calls for new business and cross selling
They will help 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
They 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 will perform service activities to support their team and their manager or others, consistent with the responsibilities outlined above
Qualification
Required
Licensed in Property and Casualty
2-4 years of personal lines experience in service and sales
Excellent communication skills; verbal and written
Detail oriented and able to maintain compliance standards
Dependable, provide timely response, and complete work activities
Benefits
Health Insurance with an ( HSA or FSA )
Dental and Vision Insurance
401(k) with matching employer contributions.
Paid time off (sick time & vacation days & holidays)
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.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Leavitt
Executive Chairman & CEO
Joe Callister
Chief Operating Officer
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