Personal Lines Account Manager

Job description

Leavitt Great West, a Leavitt Group affiliate, in Cut Bank, Montana is looking to add a new personal lines account manager to their team. 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,...