Assist Account Manager

As an Assistant Account Manager / CSR, your duties are key to our agency’s success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, processing policy changes, etc.) and supporting sales agents. A previous background in Property & Casualty insurance is preferred but not required. We will train candidates new to the industry and support them in earning their P&C license.

As an Assistant Account Manager, you will provide client support by interacting directly with clients and by supporting our senior customer service and sales agents. Your role includes:

• Supporting agents by processing policy changes, updating policies on an agent’s behalf, attaching documentation, running reports, and entering data
• Engaging with clients via phone, email, text and in the office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)
• Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client’s needs
• Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct.
• Supporting Agency leadership with special projects, client development and auditing policy information.

Note that some tasks require a P&C license and will be added once you have acquired your license.

• 1+ years of relevant professional experience in roles that require attention to detail, strong communication skills and excellent customer service
• You will be required to obtain a P&C Insurance License within 90-180 days of employment.

• Tech-savvy:
  Comfortable working with multiple software programs and communicating with clients via text, email and phone
• An excellent communicator and listener:
  Friendly, empathetic and able to translate complex insurance details into information the client can understand and use
• Trustworthy, ethical, and discreet:
  We are privileged to be a part of our clients’ lives and we take that responsibility seriously.
• Detail oriented:
  Insurance contracts are complex and require careful interpretation.
• Comfortable working within a team environment:
  Our agency is unique. Each team member is expected to answer questions and provide service for all clients.
• Eager to grow and learn:
  We offer continuing education options and consistently introduce training opportunities for our team.
• Able to thrive in a fast-paced, constantly changing environment:
  This role requires flexibility, a positive attitude, and the ability to pivot quickly to meet changing needs.
• Motivated to contribute:
  Our agency is on a trajectory of continued growth.

We’re looking for someone who is eager to be a part of that future.

Leavitt Insurance & Central Bonds offers a competitive hourly wage and an attractive benefits package that includes a 401 K with company matching, paid time off (sick time & vacation time), paid holidays an health plan that offers dental and vision and a Wellness Program.