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Personal Lines Account Manager

3 months ago

Mooresville, United States Leavitt Group Full time
Job DescriptionJob Description

Leavitt Elite Insurance Advisors, in Mooresville, NC is looking for a Personal Lines Account Manager for their growing team. This position is for North Carolina residents only. This position is a Full-Time position.

Job Description: The Personal Lines Account Manager position is responsible for providing excellent customer service while proactively seeking to acquire new clients. They will perform sales and service for existing and newly acquired customers including but not limited to: adding/deleting/replacing vehicles, offering and changing coverages, adding/deleting lienholders and mortgagees, answering billing questions, taking payments, verifying insurance, claims filing, cross selling, new quote proposals, and handling insurance questions while adhering to carrier, underwriting, and company standards.

Responsibilities and Duties:

· Handle customer sales and service requests in a professional and knowledgeable manner.

· Use knowledge of personal lines products, carriers, and agency and carrier rules to service customer effectively.

· Determine all impacts/needs associated with the customer's request, including impacts to other coverages or policies.

· Identifying any coverage gaps associated with a customer’s request and educate the customer of associated risks.

· Document all contacts and maintain customer’s information, records, and files in an accurate and professional manner.

· Verifying transactions and maintaining effective and timely follow-ups with customers.

· Maintain correspondence between carrier and client in a timely and professional manner.

· Effectively and professionally utilize technology to perform assignments and requests.

· Supports their team and management, consistent with their responsibilities outlined.

Job Requirements / Competencies:

· NC Licensed in Property and Casualty preferred.

· Excellent communication skills; verbally and written

· Detail oriented and able to maintain compliance standards

· Must be dependable, provide timely response, and complete work activities.

Leavitt Elite Insurance Advisors offers a competitive rate and an attractive benefits package that includes a 401K with company matching and a health plan.