Personal Lines Account Manager

Starley-Leavitt in Twin Falls, ID is looking to add new talent to their Personal Lines tram.

Job Description:

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.

Responsibilities and Duties:

• Handle customer service requests in a professional and knowledgeable manner.

• Taking incoming calls for new business and cross selling.

• Help determine all impacts/needs associated with the service request, including impacts to other coverages or policies.

• 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.

• Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.

• Maintain effective and timely follow-up systems and verify transactions with customers.

• Effectively utilize technology to perform assignments and requests.

• Additionally, they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.

• Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.

• 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.

Job Requirements/Competencies:

• License required in Idaho for Property and Casualty

• 2 years Agency experience preferred.

• Excellent communication skills; verbally and written.

• Detail oriented and able to maintain compliance standards.

• Must be dependable, provide timely response, and complete work activities.

Benefits:

Starley Leavitt offers a competitive hourly wage, depending on experience, plus:

• Paid License renewal and continuing education

• Recognition and rewards

• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account

• Vision, Dental, HSA/FSA, & Life Insurance

• Paid time off (vacation & sick time)

Qualified candidates are encouraged to apply!

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. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals

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