Leavitt Group
Personal Lines Account Manager
Fort Bragg, CA
Sponsorship not specifiedDetected 126 days ago
Customer SupportCommunicationProperty & Casualty
About the role
- At Lincoln Leavitt our Account Managers are trusted advisors-supporting renewals, driving new business, and delivering exceptional service.
- You'll work closely with producers and carriers to ensure clients have the right property and casualty coverage.
- Job Description: The Personal Lines Account Manager works to answer inbound personal lines service and sales calls.
Responsibilities
- They 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 Manager will perform service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
Requirements
- 3-4 years of personal lines experience in service and sales
Benefits
- Health Insurance with an ( HSA or FSA )
- Dental and Vision Insurance
- Paid time off (sick time & vacation days & holidays)
- Wellness Program
- 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
- The Personal Lines Account Manager works to answer inbound personal lines service and sales calls.
- They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverages, adding/deleting lienholders 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.
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