Personal Lines Account Manager
Leavitt GroupAbout the role
Starley-Leavitt in Twin Falls, ID is looking to add new talent to their Personal Lines tram.
Job Description:
The Personal Lines Account Manager works to answer inbound personal lines service and sales calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverages, adding/deleting lienholders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers.
Responsibilities and Duties:
· 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.
Job Requirements/Competencies:
· Licensed in Property and Casualty
· Two years’ personal lines experience 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:
· A competitive base salary with commission on new business
· Health Insurance
· Dental and Vision Insurance
· 401(k) with matching employer contributions.
Qualified candidates are encouraged to apply!
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