Remote Commercial Lines Account Manager bei Leavitt Group
Leavitt Group · Cedar City, Vereinigte Staaten Von Amerika · Remote
- Junior
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 volume activity that requires attention
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).
Must have high-speed internet connection – 50MB Up and Down or Higher. (Your internet provider will understand these numbers).
Internet connection (not Wi-Fi) in your workspace.
As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 250 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
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