What are the responsibilities and job description for the Account Manager position at Leavitt Group?
Fahey-Leavitt in New Martinsville , WV is looking to add new talent to their team.
At Fahey-Leavitt, our Account Managers are trusted advisors—supporting renewals, driving new business, and delivering exceptional service. You’ll work closely with carriers to ensure clients have the right property and casualty coverage.
Job Description
The Account Manager works to answer inbound personal lines and commercial lines service and sales calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverages, adding/deleting lienholders 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
At Fahey-Leavitt, our Account Managers are trusted advisors—supporting renewals, driving new business, and delivering exceptional service. You’ll work closely with carriers to ensure clients have the right property and casualty coverage.
Job Description
The Account Manager works to answer inbound personal lines and commercial lines service and sales calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverages, adding/deleting lienholders 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
- Handle customer service requests in a professional and knowledgeable manner.
- Taking incoming calls for new business and cross selling
- They will help 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.
- They will document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
- They will maintain effective and timely follow-up systems and verify transactions with customers.
- They will effectively utilize technology to perform assignments and requests.
- Additionally, they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.
- In addition to managing inbound service calls, the Account Manager will also be responsible for expanding the book of business through outside sales efforts.
- Licensed in Property and Casualty
- Work on-site ONLY
- Two years’ insurance agency experience in sales and service
- Excellent communication skills; verbal and written.
- Detail oriented and able to maintain compliance standards.
- Dependable, provide timely response, and complete work activities.
- A competitive hourly wage ( DOE)
- Health Insurance with an ( HSA or FSA )
- Dental and Vision Insurance
- 401(k) with matching employer contributions.
- Paid time off (sick time & vacation days & holidays)
- Wellness Program