Leavitt Great West Hiring For Personal Lines Account Manager at Billings, MT, United States Full Time

Job Description

Are you looking for a new career? Maybe you are currently working remotely, but ready to get back to the office? Would you like to join a team of fun, hardworking, professionals that work together to provide best in class service? We build relationships and earn trust by never compromising our honesty or integrity for short or long term gain. At Leavitt Great West Insurance, we offer a great work environment that focuses on a healthy work-life balance. We offer flexible schedules, summer hours, paid time off, including an extra day off for your birthday. If you are smart, have a positive attitude and want to join a company that truly values our people, we would love to meet you.

Personal Lines Account Manager/Executive:
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
High School diploma is required. Ability to work in the office, as this is not a remote position. 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.

COMPENSATION
We offer a competitive pay DOE, benefits package, 401k match, monthly sales bonus and flexible work opportunities.

Leavitt Great West Insurance Services