Personal Lines Account Manager

Personal Lines Account Manager

The Leavitt Group of Colorado is looking for a Personal Lines Account Manager for their busy office in Colorado Springs, Alamosa or Sterling, CO.

MUST have a Property and Casualty license.

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.

• 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.
• 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.

• Property and Casualty
• 2 years Agency experience preferred
• AMS
  360 experience preferred
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Must be dependable, provide timely response, and complete of work activities.

• $50,000 - $70,000 depending on experience
• Health Insurance
• Dental and Vision Insurance
• 401(k) with matching employer contributions.
• HSA and FSA
• Paid sick and vacation leave