Personal Lines Sales and Service Agent

About the role

The Leavitt Group Texas Select is seeking a Personal Lines Sales and Service Agent for their office located at 1300 W Sam Houston Pkwy S, Ste 220, Houston, TX 77042.

Responsibilities

• Support the customer and internal sales staff on all Personal Lines Insurance business.
  • Develop new accounts, quote new business coverage, maintain existing accounts, cross-sell existing accounts, and forward submission packages to the appropriate carrier.
  • Discuss coverage, recommend coverage, request, and make policy changes, take claims information, verify account information, answer customers' questions, and generate the appropriate documents.
• Service all existing personal lines accounts by:
  • 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.
  • Aiding in the collection of premiums and reconciliation of accounts as needed.
• Retain renewal business by contacting insureds to review coverage, review current underwriting information in order to qualify customers for improved programs and monitor renewal premiums for excessive increases, develop existing accounts by attempting to provide additional coverage on existing policies or adding additional lines of business (cross-sell), assist the agency in developing new business by providing accurate quotes in a timely manner, prepare proposals, complete company required forms and requests, submit account information to the company, provide the customer with appropriate documentation, and verify documents received from the company are accurate, process daily-download from carriers, print appropriate reports, and verify download policy information is accurate, provide manager with monthly “renewal account retention report,” provide company product, coverage, and rate training to other agency personnel as needed, assist with the development of recommended coverage for customers, meet with Company marketing representatives to learn of new products or changes, assist with answering phones and other general office duties as may be required, promote and enhance the reputation of the agency.

Requirements

• Property and Casualty License
• Strong sales skills required
• Knowledge of the AMS 360 is a plus
• Bilingual is a plus
• 2-3 years Agency experience
• 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

• $45,000 - $50,000 + Commission
• Health Insurance
• Dental and Vision Insurance
• 401(k) with matching employer contributions
• HSA and FSA
• Paid sick and vacation leave