Personal Lines Account Manager

Leavitt Great West, a Leavitt Group affiliate, in Livingston, Montana is looking to add a new personal lines account manager to their team.

This position will provide support to the customer and internal sales staff on all Personal Lines Insurance business. Sales support will consist of developing new accounts, quoting new business coverages, maintaining existing accounts, and cross-selling existing accounts. Customer service will consist of discussing coverages, recommending coverages, requesting, and making policy changes, taking claims information, verifying account information, answering customers’ questions, and generating the appropriate documents.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Accurately maintain all customer information in the computer system (AMS360).

• Know the various company products, underwriting requirements, binding authority, policy forms, rating software programs (upload & download), and competitiveness in the marketplace.

• 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 coverages, 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).

• Assisting with the collection of premiums and reconciliation of accounts as needed

• Review current underwriting information to qualify customers for improved programs, and monitor renewal premiums for excessive increases.

• Retain renewal business by contacting insureds to review coverages.

• Develop existing accounts by attempting to provide additional coverages 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, preparing proposals, completing company required forms and requests, submitting account information to the company, providing the customer with appropriate documentation, and verifying documents received from the company are accurate.

• Provide company product, coverage, and rate training to other agency personnel as needed.

• Assist with the development of recommended coverages for customers.

• Meet with Company marketing representatives to learn of new products or changes.

• Participate in reviewing, developing, rewriting, and implementing of agency procedures and marketing plans.

• Participate in community activities as an agency representative.

• Assist with answering phones and other general office duties as may be required.

• Promote and enhance the reputation of the agency.

SUPERVISORY RESPONSIBILITIES

There is no direct supervision of other employees required of this position. However, this position will assist, on an as-needed basis, with training other individuals within or new to the organization.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Prior Insurance is experience is preferred, but not required. We are looking for someone with strong sales and customer service skills, who is detailed oriented and dependable. The right person will be skilled, motivated, happy, and work well in an atmosphere of teamwork.

Why Leavitt Great West?

Leavitt Great West offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

You’ll enjoy:

• A people-first culture that values work-life balance

• Ongoing training and career development opportunities including paid license renewal and continuing education

• The tools and support you need to succeed

• The chance to work with reputable carriers and a diverse book of business

• 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)

Ready to make your next move?

Apply today and help us continue delivering excellent service to our clients in Montana and beyond.

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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