Personal Lines Account Manager

A Leavitt affiliate, Spotts Insurance is looking to add new talent to their Personal Lines team.

At Spotts Insurance, our Account Managers are trusted advisors-supporting renewals, driving new business, and delivering exceptional service. You'll work closely with producers and carriers to ensure clients have the right property and casualty coverage.

Job Description :

The Personal Lines Account Manager works to answer inbound personal lines service and sales calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverages, adding/deleting lienholders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers.

Responsibilities and Duties :

• Handle customer service requests in a professional and knowledgeable manner.
• Taking incoming calls for new business and cross selling
• They will help determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
• During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer's request and educate the customer on ways to mitigate their risk.
• They will document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
• They will maintain effective and timely follow-up systems and verify transactions with customers.
• They will effectively utilize technology to perform assignments and requests.
• Additionally, they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.
• Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.
• In addition to inbound service calls, the Account Manager will perform service activities to support their team and their manager or others, consistent with the responsibilities outlined above.

Job Requirements/Competencies:

• Licensed in Property and Casualty
• 2-4 years of personal lines experience in service and sales
• Excellent communication skills; verbal and written.
• Detail oriented and able to maintain compliance standards.
• Dependable, provide timely response, and complete work activities.

Benefits:

• A competitive hourly wage ( DOE)
• Health Insurance with an ( HSA or FSA )
• Dental and Vision Insurance
• 401(k) with matching employer contributions.
• Paid time off (sick time & vacation days & holidays)
• Wellness Program

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