Bilingual Personal Lines Account Manager Sales

3 hours ago


Burlington, Vermont, United States Leavitt Group Full time
Job Title: Bilingual Personal Lines Account Manager

Leavitt Group's affiliate, All About Insurance, is seeking a highly motivated and bilingual Personal Lines Account Manager to join their team in Greensboro or Burlington, North Carolina offices.

Job Summary:

The Personal Lines Account Manager will be responsible for providing exceptional customer service and sales support to clients, handling inbound service and sales calls, and performing various tasks to support the team and manager.

Key Responsibilities:
  • Handle customer service requests in a professional and knowledgeable manner
  • Determine all impacts/needs associated with the service request, including impacts to other coverages or policies
  • Use knowledge to identify any coverage gaps associated with a customer's request and educate the customer on ways to mitigate their risk
  • Support the book of business by finding opportunities to enhance the client relationship and retain business
  • Maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy
  • Effectively utilize technology to perform assignments and requests
Requirements:
  • Licensed required in North Carolina for Property and Casualty
  • Minimum of 3 years experience in personal lines
  • Bilingual in English and Spanish
  • Excellent communication skills; verbally and written
  • Detail oriented and able to maintain compliance standards
  • Must be dependable, provide timely response, and complete work activities
Benefits:
  • Paid License renewal and continuing education
  • Recognition and rewards
  • Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
  • Vision, Dental, HSA/FSA, & Life Insurance
  • Paid time off (vacation & sick time)


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