Personal Lines Account Manager

Leavitt Group•Anacortes, WA

1d•$25 - $30•Onsite

About The Position

North Cascade Insurance in Anacortes, WA is looking for a Personal Lines Account Manager for their busy office. In this position you will be responsible for the following: Personal Lines Account Manager are the cornerstone of the personal lines services team. This position answers all inbound personal lines service calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers.

Requirements

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

Property and Casualty preferred
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.
During routine service contacts, use knowledge to identify any coverage gaps associated with a customer’s request 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.
Drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.