Personal Lines Agent/Account Manager

Archibald Insurance Center, a Leavitt Group affiliate in Boise, ID is looking to add new talent to their Personal Lines 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, cross-selling existing accounts, and forwarding submission packages to the appropriate carrier. 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, 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.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Education: Minimum High School Diploma or GED

Experience: At least 2 years agency experience as Personal Lines Account Manager or CSR

Property & Casualty License is required

Archibald Insurance Center offers a competitive salary **PLUS** commission on new business and a health plan and 401 K with company matching.

Qualified candidates are encouraged to apply!

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