Leavitt Group

Personal Lines Sales and Service Agent

Houston, TX · Staff+

Sponsorship not specified$45k-$50kDetected 34 days ago

About the role

Leavitt Group Texas Select at 1300 W Sam Houston Pkwy S, Ste 220, Houston, TX 77042 is looking for a Personal Lines Sales and Service Agent for their busy office.
In this position you will be responsible for the following.
As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 states.

Accurately maintain all customer information in the computer system (AMS360).
This position will provide support to the customer and internal sales staff on all Personal Lines Insurance business.

Strong sales skills required
2-3 years Agency experience
Must be dependable, provide timely response, and complete of work activities.
Assist with answering phones and other general office duties as may be required.

Retain renewal business by contacting insureds to review coverage.
Develop existing accounts by attempting to provide additional coverage on existing policies or adding additional lines of business (cross-sell).
Provide company product, coverage, and rate training to other agency personnel as needed.
Assist with the development of recommended coverage for customers.
Sales support will consist of developing new accounts, quoting new business coverage, maintaining existing accounts, cross-selling existing accounts, and forwarding submission packages to the appropriate carrier.

Speaking with customers and company personnel on the phone or in person during office visits and responding to all written correspondence.
Answering coverage questions, recommending coverage, processing policy change information, taking claim information, collecting premiums, submitting the proper documents to the company, and verifying that documents received from company are correct.
Issuing the proper insurance verification documents to the insured (auto id, certificates, etc.).
Resolving customer problems & complaints (with assistance/direction from manager as needed).
Following up on policies that cancel.
Assisting with the collection of premiums and reconciliation of accounts as needed.
Review current underwriting information in order to qualify customers for improved programs and monitor renewal premiums for excessive increases.

This listing is sourced directly from Leavitt Group's careers page and normalized into a canonical job model.