Personal Lines Account Manager

At Leavitt Elite Insurance Advisors (LEIA), we believe peace of mind comes from achieving your desired quality of life, reaching financial success, and preparing for life’s uncertainties. We expect excellence by applying our best attitude, desire, and effort to all we do. We deliver on promises and go the extra mile to meet and exceed expectations. We encourage a relentless commitment to education and development, innovative creativity, and forward-looking collaboration to deliver cutting edge solutions to those we serve. We hire skilled, motivated, and happy people who work together in an atmosphere of teamwork, loyalty, and mutual respect. We build relationships and earn trust by never compromising our honesty or integrity for short- or long-term gain. Doing the right thing is always the right thing.

SUMMARY

The Personal Lines Account Manager is responsible for providing excellent customer service; assisting clients with sales and servicing needs and making changes to existing accounts; meet service and sales delivery standards; and performs the essential job functions to the quality and service standards developed by the agency.

This position handles the processing of new and renewal personal lines business. A positive attitude is required along with a high level of support in obtaining, maintaining, expanding, and servicing our personal lines accounts.

RESPONSIBILITIES AND DUTIES

• Accurately maintain all customer information in our agency management system and adhere to agency processes and procedures of proper documentation

• Responsible for maintaining knowledge of carrier guidelines, underwriting requirements, binding authority, policy forms, and endorsements

• Assists customers with their personal lines sales and servicing needs by:

• Providing excellent customer service of supported accounts

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

• Issuing the proper insurance verification documents to the insured and adhering to carrier guidelines for processing and follow ups

• Speaking with company personnel on behalf of the customer for any written and electronic correspondence requests

• Performs timely quoting, placement, and proposals of new and renewal personal lines business

• Conducts thorough coverage reviews with clients recommending coverage changes, multi-lining of accounts, and remarketing where necessary

• Claim gathering and assists with filing the loss with carriers

• Maintains assigned daily suspense’s / to do tasks listed in the Agency Management System and Agency Zoom

• Provides support of all teammates where needed

• Performs special assignments as requested by management

• Attending carrier training sessions as directed by the Agency (zoom or in person)

• Attends a weekly meeting with your team conducted by your Team Leader

• Promotes and enhances the fiduciary responsibilities and reputation of the Agency

• Ensures security of all client’s information and agency proprietary information

REQUIREMENTS AND EXPERIENCE

• Full-time position (37.5 hours a week)

• Minimum 2 years personal lines insurance sales and service experience

• Attend insurance classes that will increase understanding of the industry and satisfy state licensing CE requirements

• Participate in company training classes as required

• Adheres to the Leavitt Elite Governing Principles

• Adheres to Company Policies and Procedures as set forth

QUALIFICATIONS

• Excellent sales and customer service experience

• Excellent communication skills both verbal and written

• Strong attention to detail and organizational skills

• Possesses time management and the ability to prioritize

• Ability to multi-task and function in a fast-paced environment

• Knowledge and use of Microsoft Office, Word, and Excel

• AMS360 and Agency Zoom knowledge preferred but not required

EDUCATION

• High school diploma or general education degree (GED)

• NC Personal Lines or Property & Casualty License required (P&C preferred)

• NC Life and Health license optional

• Nonresident licensing may be required

WE OFFER:

• Affordable Benefits: Medical, Dental, Vision, Life, Long Term and Short-Term Disability

• Matching 401K plan

• Paid time off (vacation, sick leave, and holidays)

• Paid continuing education and licensing renewals

• Exciting growth opportunities

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