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Job Description
A Leavitt Group affiliate, Starley-Leavitt Insurance in Twin Falls, ID is looking for a Commercial Lines Account Manager for their busy office.
Principle Purpose: To provide a positive, professional, and energetic representation of Leavitt Insurance Agency to our clients and prospective clients; and to facilitate an efficient distribution of correspondence and confidential information to support the successful execution of the insurance binding process.
Essential Job Functions:
- Develop and maintain good working relationships with clients, companies, and brokers.
- Work with Producer and Client Manager to coordinate new business, renewal strategy, and company selection.
- Prepare Insurance Proposals, Summaries, and related documents.
- Order and issue binders, policies, endorsements, certificates, invoices and other related items and forward to client with appropriate correspondence.
- Accompany producer as needed to client meetings.
- Manage daily inbound/outbound correspondence: mail, email, faxes, phone calls, and voicemails.
- Maintain current knowledge of insurance coverages and exposures, as well as the insurance products and markets available to cover exposures.
- Complete projects as required by supervisor.
- Energetically focus efforts on meeting goals and objectives.
Qualifications:
- Licensed or willing to get licensed
- Experience in Commercial Lines preferred
- Detail oriented with strong organizational skills.
- Familiarity with AMS360 is preferred
- Must have ability to work independently in a multi-tasking customer service setting.
- Must have excellent verbal and written communication skills, including the ability to proofread the work of self or others with a high degree of accuracy.
- Prefer at least a high school education or equivalent continuing education.
