Personal Lines Account Manager

Posted 3 Days Ago
Be an Early Applicant
Anacortes, WA, USA
In-Office
25-30 Hourly
Junior
Insurance
The Role
Answer inbound personal-lines service calls, process policy changes (vehicles, coverage, lienholders), handle billing and verifications, take payments, provide quotes and cross-sell, document contacts and maintain customer records, draft correspondence, and support other service tasks to ensure accurate, compliant customer service.
Summary Generated by Built In

Personal Lines Account Manager

North Cascade Insurance in Anacortes, WA is looking for a Personal Lines Account Manager for their busy office.

In this position you will be responsible for the following:

Job Description:

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.

Responsibilities and Duties:

· 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.

Job Requirements/Competencies:

· Property and Casualty preferred

· 2 years Agency experience preferred

· AMS360 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.

North Cascade offers a full and attractive benefits package including;

· $25-$30/hr depending on experience

· Health Insurance

· Dental and Vision Insurance

· 401(k) with matching employer contributions.

· HSA and FSA

· Paid sick and vacation leave

Leavitt.com

As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 280 locations across 32 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

#LI-AH1

Skills Required

  • Property and Casualty knowledge
  • 2 years agency experience
  • AMS360 experience
  • Excellent verbal and written communication skills
  • Detail oriented and able to maintain compliance standards
  • Dependable with timely responses and ability to complete work activities
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The Company
HQ: Cedar City, UT
943 Employees
Year Founded: 1952

What We Do

As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.

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