Personal Lines Account Manager

Leavitt Group•Alamosa, CO

1d•$50,000 - $70,000•Hybrid

About The Position

The Leavitt Group of Colorado is seeking a Personal Lines Account Manager to join their team in Colorado Springs, Alamosa, or Sterling, CO. This role is crucial for providing excellent customer service and sales support for personal insurance policies. The Account Manager will be the primary point of contact for customers, handling a variety of service requests and identifying opportunities to enhance customer coverage and mitigate risk.

Requirements

Property and Casualty license
Excellent communication skills; verbally and written.
Detail oriented and able to maintain compliance standards.
Must be dependable, provide timely response, and complete of work activities.

Nice To Haves

2 years Agency experience preferred
AMS360 experience preferred

Responsibilities

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 during routine service contacts 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.
Draft and send correspondence, and perform other tasks of a service nature and other duties as assigned.
Perform service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
Answer all inbound personal lines service calls.
Perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverages, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, cross selling, new quotes and handling other insurance questions as appropriate to service customers.