Personal Lines Account Manager na Leavitt Group

Woodruff Leavitt Insurance Agency is seeking an experienced Personal Lines Account Manager to join our team. This position will provide support to the customer and internal sales staff on all Personal Lines Insurance business. Sales support will consist of developing new accounts, quoting new business coverages, maintaining existing accounts, and cross-selling existing accounts. Customer service will consist of discussing coverages, recommending coverages, requesting, and making policy changes, taking claims information, verifying account information, answering customers’ questions, and generating the appropriate documents.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Accurately maintain all customer information in the computer system (AMS360).

• Know the various company products, underwriting requirements, binding authority, policy forms, rating software programs (upload & download), and competitiveness in the marketplace.

• Service all existing personal lines accounts by:

  • Speaking with customers and company personnel on the phone or in person during office visits and responding to all written correspondence.

  • Answering coverage questions, recommending coverages, processing policy change information, taking claim information, collecting premiums, submitting the proper documents to the company, and verifying that documents received from company are correct.

  • Issuing the proper insurance verification documents to the insured (auto id, certificates, etc.).

  • Resolving customer problems & complaints (with assistance/direction from manager as needed).

• Assisting with the collection of premiums and reconciliation of accounts as needed

• Review current underwriting information to qualify customers for improved programs, and monitor renewal premiums for excessive increases.

• Retain renewal business by contacting insureds to review coverages.

• Develop existing accounts by attempting to provide additional coverages on existing policies or adding additional lines of business (cross-sell).

• Assist the agency in developing new business by providing accurate quotes in a timely manner, preparing proposals, completing company required forms and requests, submitting account information to the company, providing the customer with appropriate documentation, and verifying documents received from the company are accurate.

• Provide company product, coverage, and rate training to other agency personnel as needed.

• Assist with the development of recommended coverages for customers.

• Meet with Company marketing representatives to learn of new products or changes.

• Participate in reviewing, developing, rewriting, and implementing of agency procedures and marketing plans.

• Participate in community activities as an agency representative.

• Assist with answering phones and other general office duties as may be required.

• Promote and enhance the reputation of the agency.

What We’re Looking For:

• 3+ years of personal lines sales & service experience

• AZ Property & Casualty License required

• Strong customer service & communication skills

• Organized, detail-oriented, able to multi-task

• Microsoft Office skills; AMS360 knowledge a plus

What We Offer:

• Competitive pay ($50k–$60k)

• Medical, dental, vision, disability insurance

• Paid time off (vacation, sick, holidays)

• Paid CE & licensing renewals

• Career growth opportunities

Ready to make your next move?
Apply today and help us continue delivering excellent service to our clients.

As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 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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