Personal Lines CSR/Account Manager II Job at Leavitt Insurance Agency INC
The Leavitt Group’s affiliate, Leavitt Northern Arizona is looking for a Personal Lines Account Manager for their busy office in either location, Cottonwood or Flagstaff.
JOB DESCRIPTION:
Personal Lines Account Manager are the cornerstone of the personal line’s services team. This position answers all inbound personal lines service calls. They perform service work for customers including but not limited to, adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lienholders and mortgagees, answering billing questions, verifying insurance, taking payments, and handling other insurance questions as appropriate to service customers.
DUTIES AND RESPONSIBILITIES:
Personal Lines Account Manager will handle customer service requests in a professional and knowledgeable manner. They will 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.
The Account Manager 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 Manger performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
SKILLS/QUALIFICATIONS:
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Property and Casualty License
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Knowledge of the AMS 360 is a plus
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2-5 years agency experience is preferred, but not required, willing to train
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Excellent communication skills; verbally and written.
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Detail oriented and able to maintain compliance standards.
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Must be dependable, provide timely response, and complete work activities.
COMPENSATION AND BENEFITS:
Our employees are vital to us and what we do, so we show our appreciation by investing in them. We provide:
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Hourly compensation ($20.00- 22.00/ hr.)
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Paid sick and vacation
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Health insurance
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Dental and vision insurance
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401K with matching employer contributions
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Flexible/Hybrid or Remote work for local candidates
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Wellness program
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Employee assistance program
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Education and advancement opportunities
As a national company with over 185 locations in 26 states, we’re always looking for talented individuals who want to further their career and grow with us.
Who are we? Please watch https://youtu.be/tmNRjDxzKQk
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