Personal Lines Account Manager

Leavitt Group · Sterling, CO · 5 days ago

On-siteBusiness Development$50k–$70k/yrFull-time

Job Description

Personal Lines Account Managers 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 selling, new quotes and handling other insurance questions as appropriate to service customers.

Responsibilities And Duties

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 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.
Perform service activities to support their team and their manager or others, consistent with the responsibilities outlined above.

Job Requirements/Competencies

Property and Casualty 2 years Agency experience preferred
AMS360 experience preferred
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.

Benefits

$50,000 - $70,000 depending on experience
Health Insurance
Dental and Vision Insurance
401(k) with matching employer contributions.
HSA and FSA
Paid sick and vacation leave

About the Role

The Leavitt Group of Colorado is looking for a Personal Lines Account Manager for their busy office in Colorado Springs, Alamosa or Sterling, CO. MUST have a Property and Casualty license.

Schedule

Full-time position.

Pay

$50K - $70K depending on experience.