- Accurately maintain customer information in the agency management system by properly documenting the file and making sure that the current applications reflect all changes made to a policy throughout the policy term. Information in the current application should be updated at the time the customer requests a change.
- Understand and utilize the various company products, underwriting requirements, binding authority, policy forms, and rating software programs.
- Service existing commercial lines accounts by:
- Answering coverage questions, recommending coverages, processing policy changes, taking claim information, submitting the proper documents to the carrier, and verifying that documents received from the carrier are correct.
- Issuing the proper insurance verification documents to the insured
- Resolving customer problems and complaints (with assistance/direction from manager as needed).
- Following up on policies that are pending cancellation.
- Collecting agency billed premiums.
- Market new and renewal business.
- Complete underwriting information and applications (with assistance from the producer if needed). Present submissions to companies.
- Compile company quotes.
- Present quotes to producer, if account is assigned to producer, in an organized format.
- Create accurate and professional looking insurance proposals.
- Assist with the development of recommended coverages for customers.
- Learn of new products or changes and convey them accurately to customers.
- Assist with answering phones and other general office duties as required.
- Property & Casualty license is required and must be maintained
- 1- 3 years of insurance agency experience
- Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, carriers, 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
- Proficient computer skills including Microsoft Office Suite
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Account Manager - Salinas, United States - Leavitt Group
Description
Leavitt Central Coast in Salinas, CA is looking to add new talent to their Commercial Lines team.
The Account Manager provides support to the customer, sales staff, and account executives to develop and retain commercial insurance business. Sales support includes developing new accounts, quoting new business coverages, maintaining existing accounts, marketing renewals, forwarding submission packages to the appropriate carriers, and creating insurance proposals for customers. Customer service consists of discussing coverages, recommending coverages, making policy changes, taking claims information, verifying account information, answering customers questions, and generating the appropriate documents.
ESSEN T I A L D U T I ES A N D R ESP O N SI B I LIT IE S
High school diploma or general education degree (GED)
Leavitt Central Coast offers a competitive salary ( $ 45,000. - $ 55,000.) and an attractive benefits plan that includes a health plan and a 401k with company matching.
The position will offer a hybrid / remote work schedule that would require you to be in the office one day a week.
