Leavitt Group

Leavitt Group

Personal Lines Account Manager

Mooresville, NC

Sponsorship not specifiedDetected 134 days ago
Customer SupportCommunicationProperty & Casualty

About the role

  • The Leavitt Group is looking for a Personal Lines Account Manager for their busy office.
  • This position answers all inbound personal lines service calls.

Responsibilities

  • The Account Manager will document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
  • They will effectively utilize technology to perform assignments and requests.
  • In addition to inbound service calls, the Account Manger performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.

Requirements

  • Property and Casualty License required
  • Must be dependable, provide timely response, and complete of work activities.
  • MUST have a Property and Casualty license

Nice to have

  • Agency experience preferred
  • AMS360 experience preferred

Benefits

  • During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer's request and educate the customer on ways to mitigate their risk.

Company info

  • Personal Lines Account Manager are the cornerstone of the personal lines services team.
  • 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.
  • They will maintain effective and timely follow-up systems and verify transactions with customers.
  • Additionally, they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.

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