Personal Lines Account Manager
Role Overview
This mid-level Personal Lines Account Manager role involves handling inbound service calls and performing tasks like updating policies, answering billing questions, and cross-selling insurance products. As part of a busy office team, the hire will ensure accurate customer records and mitigate risks by identifying coverage gaps, directly impacting customer satisfaction and retention. The position requires a Property and Casualty license and focuses on professional service delivery and compliance.
Perks & Benefits
The role is fully remote, likely with flexible hours but may require alignment with standard business time zones for customer service. Benefits include health, dental, and vision insurance, a 401(k) with employer matching, HSA and FSA options, and paid sick and vacation leave. Career growth is implied through team support and skill development in insurance products and technology, fostering a dependable and detail-oriented work culture.
Full Job Description
The Leavitt Elite Insurance Advisors, a Leavitt Group affiliate is looking for a Personal Lines Account Manager for their busy office.
MUST have a Property and Casualty license
In this position you will be responsible for the following:
Job Description:
Personal Lines Account Manager are the cornerstone of the personal lines services team. This position answers all inbound personal lines service calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lien-holders 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:
Personal Lines Account Manager will handle customer service requests in a professional and knowledgeable manner.
They will 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.
The Account Manager 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 Manger performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
Job Requirements/Competencies:
Property and Casualty License required
Agency experience preferred
AMS360 experience preferred
Excellent communication skills; verbally and written.
Detail oriented and able to maintain compliance standards.
Must be dependable, provide timely response, and complete of work activities.
Leavitt Group offers a full and attractive benefits package including;
Health Insurance
Dental and Vision Insurance
401(k) with matching employer contributions.
HSA and FSA
Paid sick and vacation leave
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