Personal Lines Account Manager

Leavitt Group's affiliate, Leavitt United Insurance Services in Santa Rosa, Elk Grove and Lodi are looking for a Personal Lines Account Manager for their busy office. This position can also be handled remotely within the regional area of any one of these cities.

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

Responsibilities and Duties:

• Personal Lines Account Manager will handle customer service requests in a professional and knowledgeable manner.  

• They will 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.

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

• They will 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 Manger performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.

Job Requirements/Competencies:

• Must have a current (CA) Property and Casualty License

• 4+ years Agency experience preferred  

• AMS360 experience preferred 

• Experience using  Agency/ZOOM

• Excellent communication skills; verbal and written.

• Detail oriented and able to maintain compliance standards.

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

• Salary is between 64 K-70 K DOE

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 who want to further their career and grow with us.

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