Assist Account Manager

Leavitt Group•Spanish Fork, UT

26d

About The Position

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.

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 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.