Customer Service Manager II
Job description
A Leavitt affiliate, Spotts Insurance in Chester, Berks, Schuylkill, and Lancaster County is looking to add new talent to their team in either one of these locations. As an Account Manager within the Personal Lines Department your duties are key to the agency’s success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, etc.). A previous background in P&C insurance is preferred but not required. One must possess strong customer service skills, and attention to detail.
You will learn to;
o Provide customer support by, talking with customers, posting payments, answering phones, while processing changes, assisting with collection of premiums and reconciling accounts,
Requirements:
- You will be required to obtain a P&C Insurance License within 90- 180 days of employment.
- Candidates with a current license are also encouraged to apply.
Duties and Responsibilities include:
Accurately maintain all customer information in the computer management system.- Take claim information, collect premiums, submit the proper documents to the company,
- Learn to be proficient and knowledgeable of the various company products.
- Speak with customers and company personnel on the phone or in person during office visits
- Issue the proper insurance verification documents to the insured (auto id, certificates, etc.).
Once licensed, you will provide additional Personal lines support where you will receive advanced insurance customer service training and be mentored by experienced Account managers, Sales Executives and Producers.
You will be able to answer coverage questions, and recommend coverage's, process policy changes.,- Resolve customer problems & complaints (with assistance/direction from manager or producer as needed).
- Retain renewals by contacting insured to review coverages.
- Review current underwriting information 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
- Assist the agency in developing new business by providing accurate quotes in a timely manner.
Qualifications
o Strong written and verbal communication skills
Why you should apply:
Spotts Insurance, has a long local history, ownership and experience and is co-owned and affiliated with the Leavitt Group, one of the nation’s largest privately-owned insurance agency brokers. Being a member of our team offers a competitive salary ( 15.00- 25.00 / hr DOE and license), opportunities for growth and a full benefits package that includes:
o 401(k) with matching employer contributions,
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