Leavitt Group · 2 days ago
Assist Account Manager
Spanish Fork, UT
Full-time
Onsite
Entry Level
1+ years expLeavitt Group is seeking an Assistant Account Manager to support their agency’s success by servicing insurance policies and assisting sales agents. This role involves providing excellent customer service, processing policy changes, and engaging with clients to meet their insurance needs.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
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 the 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
Note that some tasks require a P&C license and will be added once you have acquired your license
Qualification
Required
1+ years of relevant professional 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
Preferred
A previous background in Property & Casualty insurance is preferred but not required
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
Benefits
401 K with company matching
Paid time off ( sick time & vacations time)
Paid holidays
Health plan that offers dental and vision
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
Company data provided by crunchbase