Insurance Account Manager

A Leavitt affiliate, Farm Creek Insurance in Cambridge, MD is looking to add new talent to their team. This is a hybrid /remote opportunity within proximity to the Cambridge, MD office.

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 required. One must possess strong customer service skills, and attention to detail.

You will;

o Provide customer support by, talking with customers, posting payments, answering phones, while processing changes, assisting with collection of premiums and reconciling accounts,

Requirements:

• P & C Insurance License required.
• 2 years agency experience preferred
• Familiar with the AMS 360 preferred but not required.

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,

and verify that documents received from the company are correct.

· Be proficient and knowledgeable of the various company products.

· Speak with customers and company personnel on the phone or in person during office visits and respond to all correspondence.

· Issue the proper insurance verification documents to the insured (auto id, certificates, etc.).

· You will 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

o Detail oriented, excellent follow-through

o Demonstrable experience with Windows, Outlook, Word and, Excel. Excellent keyboarding skills and overall computer skills

o Ability to organize, prioritize and self-manage workload in digital workflows

o Confident and outgoing

o High School Diploma/GED

Why you should apply:

Farm Creek Insurance has a long local history, ownership and experience and is co-owned and affiliated with the Leavitt Group ( www.leavitt.com) one of the nation’s largest privately-owned insurance agency brokers. Being a member of our team offers a competitive salary (45- 55 K commission on new business ) and opportunities for growth and a full benefits package that includes:

o 401(k) with matching employer contributions,

o Health Savings Account (HSA)

o Dental and Vision, FSA

o Paid Vacation and Sick time

o Professional Training & Development

Qualified candidate are encouraged to apply!

Job Type: Permanent

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Commission pay

Weekly day range:

• Monday to Friday
• No weekends

Work setting:

• Hybrid work

Experience:

• insurance: 2 years (Required)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: Hybrid remote in Cambridge, MD 21613