Commercial Lines Account Manager

The Leavitt Group, in Cedar City, UT is looking for a Remote Commercial Lines Account Manager to join their team.

MUST work in Mountain or Pacific Time Zone

Description:

Position supports specified accounts and may provide relevant insurance advice to new and existing clients. As a representative of the CLC Department, the Account Manager must maintain a positive, professional image as well as exemplify the department’s standards for client service. The Account Manager must have a working understanding of the range of products and services offered and strive to develop long-term relationships with clients and underwriters. The position is responsible for interacting with prospective clients as well as providing ongoing support and service to existing clients.

Essential Duties and Responsibilities:

• Explains coverage and suggests additions or changes in an insurance program to clients. Responds to customer inquiries in a timely manner

• Renew and Invoice all Agency Bill Accounts

• Coordinates marketing and quotation process, along with identifying and targeting new business lines for existing clients

• Completes applications and forwards them to insurance carriers for quotes or with binding instructions

• Orders and issues binders and policies by verifying their accuracy; forwards them to the “policies to be processed” folder for processing with appropriate correspondence

• Updates renewal list accordingly

• Make recommendations to existing clients on account rounding when appropriate

• Reviews and adheres to processing procedures in order to incorporate the capabilities of the system into the daily workflow along with streamlining the workflow

• Ensures the activities and follow-ups are set and the client file in the agency management systems is updated and consistent

• Daily phone coverage except for breaks and lunch with all conversations documented with clients and details in AMS.

• Achieves cross sell and up sell goals

• Attends Team meetings and takes CE Courses

• Fulfills other duties as assigned

Skills and Knowledge:

• Possesses Property, Casualty Agents License

• High school diploma or general education degree (GED)

• Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others

• Possesses the ability to perform work in a dependable, consistent, and timely manner

• Demonstrates the ability to follow instructions, respond to management direction, and solicits feedback to improve performance

• Sets priorities and organizes and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities

• Maintains a professional and effective relationship with clients, co-workers, carriers, vendors and other business contacts

• Keeps informed regarding industry information, new product information and continuously improves knowledge and performance

• Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals

• Knowledgeable of insurance products

• Knowledgeable of insurance rating and underwriting procedures

• Ability to communicate orally and in writing

• Possesses the ability to anticipate, meet and/or exceed customer needs, wants and expectations

• Takes initiative in learning and implementing new concepts, and technologies

• Demonstrates the ability to read and learn to interpret documents such as policy forms, customer contracts, lease agreements etc.

• Ability to learn how to calculate figures and amounts such as discounts, interest and commissions and percentages

Leavitt Group offers a full benefits package including;

• Starting at $60,000 - $70,000

• Health Insurance

• Dental and Vision Insurance

• 401(k) with matching employer contributions.

• HSA and FSA

• Paid sick and vacation leave

Working Conditions/Needs:

• High-pressure, fast paced environment with significant telephone and personal disruption.

• Must have an ergonomic desk and chair. Desk large enough for two large monitors(provided by Leavitt)

• Quiet space – able to have conversations with clients, carriers, co-workers without background noise (children/animals).<