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Personal Lines Account Manager

Leavitt Group, Yadkinville, NC, United States


Join to apply for the Personal Lines Account Manager role at Leavitt Group Base pay range: $16.00/hr - $24.00/hr Responsibilities and Duties 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. Identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk. Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy. Maintain effective and timely follow-up systems and verify transactions with customers. Effectively utilize technology to perform assignments and requests. Use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively. Draft and send correspondence, and perform other tasks of a service nature. Support inbound service calls and team activities consistent with the responsibilities outlined above. Job Requirements and Competencies Must have a Property and Casualty license. 2 years Agency experience preferred. AMS360 experience preferred. Excellent communication skills, both verbal and written. Detail oriented and able to maintain compliance standards. Must be dependable, provide timely response, and complete work activities. Benefits Health Insurance Dental and Vision Insurance 401(k) with matching employer contributions HSA and FSA Paid sick and vacation leave #J-18808-Ljbffr