Personal Lines Insurance Account Specialist
2 weeks ago
Company Background:
LP Insurance Services LLC is a reputable and expanding insurance brokerage firm operating across multiple states, including Arizona, California, Nevada, and New Mexico.
We prioritize investment in our workforce, clientele, and communities, embodying the LP Difference. The achievements of our staff directly contribute to our collective success.
Career Development:
At LP Insurance, we are committed to fostering growth opportunities and cultivating teams that emphasize knowledge, collaboration, and professionalism. We believe in transparent communication regarding career advancement and offer a clear pathway for development.
Employee Benefits:
LP Insurance provides a rewarding career with both stability and flexibility. Our competitive compensation package includes exceptional benefits such as:
- 401k Plans: with full employer match
- Health Benefits: customizable medical, dental, and vision plans
- Disability and Life Insurance: provided at no cost
- Paid Time Off: beginning at 20 days annually
- Employee Assistance Program: offering free counseling and legal support
Role Responsibilities:
The Personal Lines Account Manager plays a crucial role in delivering prompt, accurate, and courteous service to clients, producers, account executives, and company personnel. This position is dedicated to creating an outstanding experience by meticulously reviewing applications, policies, endorsements, and cancellations while responding swiftly to inquiries and concerns from clients.
Key Responsibilities Include:
- Providing daily customer service support by preparing information, managing data, and generating documents.
- Reviewing policies, endorsements, cancellations, and audits for precision.
- Ordering motor vehicle reports and preparing financing agreements.
- Issuing certificates of insurance and auto identification cards.
- Maintaining comprehensive documentation for all client transactions.
- Collaborating with team members to set priorities, manage workflows, and ensure timely deliverables.
- Engaging in seminars and training sessions for skill enhancement and knowledge growth.
Qualifications Required:
- A minimum of 2 years' experience in a customer service account role.
- A minimum of 2 years' experience in Personal Lines insurance is mandatory.
LP Insurance Services LLC is an Equal Opportunity Employer. All applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, medical condition, pregnancy, genetic information, marital status, amnesty, or status as a covered veteran or any other characteristic protected by applicable federal, state, or local laws.
We look forward to the possibility of working with you.
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