Personal Lines Agent

Stafford-Leavitt Insurance, a Leavitt Group affiliate in Dexter, MO, is looking for a Personal Lines Agent.

Job Description:

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 Missouri for Property and Casualty

• Two years’ personal lines experience 

• Office experience 

• Excellent communication skills; verbal and written.

• Detail oriented and able to maintain compliance standards.

• Dependable, provide timely response, and complete work activities.

Stafford-Leavitt Insurance offers a full benefits package including.

• A competitive salary based on experience 

• Health Insurance

• Dental and Vision Insurance

• 401(k) with matching employer contributions. 

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