Commercial Lines Account Manager
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Job Description
Remote Commercial Lines Account Manager supporting clients and managing insurance accounts with the Leavitt Group. Responsible for client interactions and service improvement in Cedar City, UT.
Responsibilities:
- Position supports specified accounts and may provide relevant insurance advice to new and existing clients.
- Explains coverage and suggests additions or changes in an insurance program to clients. Responds to customer inquiries in a timely manner
- Renew and Invoice all Agency Bill Accounts
- Coordinates marketing and quotation process, along with identifying and targeting new business lines for existing clients
- Completes applications and forwards them to insurance carriers for quotes or with binding instructions
- Orders and issues binders and policies by verifying their accuracy; forwards them to the “policies to be processed” folder for processing with appropriate correspondence
- Updates renewal list accordingly
- Make recommendations to existing clients on account rounding when appropriate
- Reviews and adheres to processing procedures in order to incorporate the capabilities of the system into the daily workflow along with streamlining the workflow
- Ensures the activities and follow-ups are set and the client file in the agency management systems is updated and consistent
- Daily phone coverage except for breaks and lunch with all conversations documented with clients and details in AMS.
- Achieves cross sell and up sell goals
- Attends Team meetings and takes CE Courses
- Fulfills other duties as assigned
Requirements:
- Possesses Property, Casualty Agents License
- High school diploma or general education degree (GED)
- Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others
- Possesses the ability to perform work in a dependable, consistent, and timely manner
- Demonstrates the ability to follow instructions, respond to management direction, and solicits feedback to improve performance
- Sets priorities and organizes and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
- Maintains a professional and effective relationship with clients, co-workers, carriers, vendors and other business contacts
- Keeps informed regarding industry information, new product information and continuously improves knowledge and performance
- Interacts with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals
- Knowledgeable of insurance products
- Knowledgeable of insurance rating and underwriting procedures
- Ability to communicate orally and in writing
- Possesses the ability to anticipate, meet and/or exceed customer needs, wants and expectations
- Takes initiative in learning and implementing new concepts, and technologies
- Demonstrates the ability to read and learn to interpret documents such as policy forms, customer contracts, lease agreements etc.
- Ability to learn how to calculate figures and amounts such as discounts, interest and commissions and percentages
Benefits:
- Health Insurance
- Dental and Vision Insurance
- 401(k) with matching employer contributions.
- HSA and FSA
- Paid sick and vacation leave
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