Personal Lines Agent/Account Manager
Leavitt Group
- Boise, ID
- Permanent
- Full-time
- 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).
- Following up on policies that cancel.
- Assisting with the collection of premiums and reconciliation of accounts as needed.
- Retain renewal business by contacting insureds to review coverages.
- 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 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.
- 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 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.