Leavitt Group
Personal Lines Account Manager
Leavitt Group, Yadkinville, North Carolina, United States, 27055
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Personal Lines Account Manager
role at
Leavitt Group
Base pay range: $16.00/hr - $24.00/hr
Responsibilities and Duties
Handle customer service requests in a professional and knowledgeable manner.
Determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
Identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.
Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
Maintain effective and timely follow-up systems and verify transactions with customers.
Effectively utilize technology to perform assignments and requests.
Use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.
Draft and send correspondence, and perform other tasks of a service nature.
Support inbound service calls and team activities consistent with the responsibilities outlined above.
Job Requirements and Competencies
Must have a Property and Casualty license.
2 years Agency experience preferred.
AMS360 experience preferred.
Excellent communication skills, both verbal and written.
Detail oriented and able to maintain compliance standards.
Must be dependable, provide timely response, and complete work activities.
Benefits
Health Insurance
Dental and Vision Insurance
401(k) with matching employer contributions
HSA and FSA
Paid sick and vacation leave
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Personal Lines Account Manager
role at
Leavitt Group
Base pay range: $16.00/hr - $24.00/hr
Responsibilities and Duties
Handle customer service requests in a professional and knowledgeable manner.
Determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
Identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.
Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
Maintain effective and timely follow-up systems and verify transactions with customers.
Effectively utilize technology to perform assignments and requests.
Use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.
Draft and send correspondence, and perform other tasks of a service nature.
Support inbound service calls and team activities consistent with the responsibilities outlined above.
Job Requirements and Competencies
Must have a Property and Casualty license.
2 years Agency experience preferred.
AMS360 experience preferred.
Excellent communication skills, both verbal and written.
Detail oriented and able to maintain compliance standards.
Must be dependable, provide timely response, and complete work activities.
Benefits
Health Insurance
Dental and Vision Insurance
401(k) with matching employer contributions
HSA and FSA
Paid sick and vacation leave
#J-18808-Ljbffr