Assist Account Manager

As an Assistant Account Manager / CSR, your duties are key to our agency’s success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, processing policy changes, etc.) and supporting sales agents. A previous background in Property & Casualty insurance is preferred but not required. We will train candidates new to the industry and support them in earning their P&C license.

As an Assistant Account Manager, you will provide client support by interacting directly with clients and by supporting our senior customer service and sales agents. Your role includes*:

• Supporting agents by processing policy changes, updating policies on an agent’s behalf, attaching documentation, running reports, and entering data

• Engaging with clients via phone, email, text and in the office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)

• Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client’s needs

• Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct.

• Supporting Agency leadership with special projects, client development and auditing policy information.

* Note that some tasks require a P&C license and will be added once you have acquired your license .

Requirements:

• 1+ years of relevant professional experience in roles that require attention to detail, strong communication skills and excellent customer service

• You will be required to obtain a P&C Insurance License within 90-180 days of employment.

Our ideal applicant is:

• Tech-savvy: Comfortable working with multiple software programs and communicating with clients via text, email and phone

• An excellent communicator and listener: Friendly, empathetic and able to translate complex insurance details into information the client can understand and use

• Trustworthy, ethical, and discreet: We are privileged to be a part of our clients’ lives and we take that responsibility seriously.

• Detail oriented: Insurance contracts are complex and require careful interpretation.

• Comfortable working within a team environment: Our agency is unique. Each team member is expected to answer questions and provide service for all clients.

• Eager to grow and learn: We offer continuing education options and consistently introduce training opportunities for our team.

• Able to thrive in a fast-paced, constantly changing environment: This role requires flexibility, a positive attitude, and the ability to pivot quickly to meet changing needs.

• Motivated to contribute: Our agency is on a trajectory of continued growth.

We’re looking for someone who is eager to be a part of that future.

Benefits

Leavitt Insurance & Central Bonds , offers a competitive hourly wage and and attractive benefits package that includes a 401 K with company matching, paid time off ( sick time & vacations time) paid holidays an health plan that offers dental and vision and a Wellness Program.