Account Manager - CSR
About The Position
As a Personal Lines Account Manager for Leavitt Select Insurance your duties are key to our 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. At Leavitt Select Insurance, 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 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 • Participating in agency-sponsored community events and service projects Note that some tasks require a P&C license and will added once you have acquired your license.
Requirements
- Relevant 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. Training and testing is paid for by our agency.
Nice To Haves
- 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.
Responsibilities
- 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 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
- Participating in agency-sponsored community events and service projects
Benefits
- a 401(k) with company matching
- a health plan
- paid time off (covering both sick and vacation days)
- a wellness program
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
