Personal Lines Account Manager

About the role

Leavitt Group Texas Select in Houston, TX is looking for a Personal Lines Account Manager for their busy office. In this position you will be responsible for the following.

This position will provide support to the customer and internal sales staff on all Personal Lines Insurance business. Duties will consist of maintaining existing accounts, cross-selling existing accounts, and forwarding submission packages to the appropriate carrier. Customer service will consist of discussing coverage, recommending coverage, 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 coverage, 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).
• Following up on policies that cancel.
• Assisting with the collection of premiums and reconciliation of accounts as needed.

Essential Duties and Responsibilities

• Retain renewal business by contacting insureds to review coverage.
• Review current underwriting information in order to qualify customers for improved programs, and monitor renewal premiums for excessive increases.
• Develop existing accounts by attempting to provide additional coverage 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.
• Process daily-download from carriers, print appropriate reports, and verify download policy information is accurate.
• Provide manager with monthly “renewal account retention report.”
• Provide company product, coverage, and rate training to other agency personnel as needed.
• Assist with the development of recommended coverage for customers.
• Meet with Company marketing representatives to learn of new products or changes.
• Assist with answering phones and other general office duties as may be required.
• Promote and enhance the reputation of the agency.

Job Requirements/competencies

• Property and Casualty License
• Strong sales skills required
• Knowledge of the AMS 360 is a plus
• Bilingual is a plus
• 2-3 years Agency experience
• 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.

Texas Select, a Leavitt affiliate offers;

• $45,000 - $55,000 DOE
• Health Insurance
• Dental and Vision Insurance
• 401(k) with matching employer contributions.
• HSA and FSA
• Paid sick and vacation leave

Additional information

As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 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.

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