Account Manager
Role Overview
This mid-level Account Manager role involves handling inbound service and sales calls for personal and commercial insurance lines, including tasks like policy adjustments, billing inquiries, and cross-selling. The hire will work closely with carriers to ensure proper coverage, manage customer records, and expand the business through outside sales efforts, impacting client satisfaction and agency growth. It requires on-site work only, focusing on a team environment at Fahey-Leavitt in West Virginia.
Perks & Benefits
The job offers a competitive hourly wage with benefits including health insurance with HSA or FSA options, dental and vision insurance, a 401(k) with employer matching, and paid time off for sick days, vacation, and holidays. Although the posting lists the location as remote, the requirement is work on-site only, so no remote setup is provided; typical expectations might include standard business hours in the Eastern Time Zone. A wellness program is included, and the role implies a supportive culture with opportunities for career growth through sales and service experience.
Full Job Description
Fahey-Leavitt in New Martinsville , WV is looking to add new talent to their team.
At Fahey-Leavitt, our Account Managers are trusted advisors—supporting renewals, driving new business, and delivering exceptional service. You’ll work closely with carriers to ensure clients have the right property and casualty coverage.
Job Description:
The Account Manager works to answer inbound personal lines and commercial 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.
In addition to managing inbound service calls, the Account Manager will also be responsible for expanding the book of business through outside sales efforts.
Job Requirements/Competencies:
Licensed in Property and Casualty
Work on-site ONLY
Two years’ insurance agency experience in sales and service
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 hourly wage ( DOE)
Health Insurance with an ( HSA or FSA )
Dental and Vision Insurance
401(k) with matching employer contributions.
Paid time off (sick time & vacation days & holidays)
Wellness Program
#LI-DM1
Similar jobs
Found 6 similar jobs