Personal Lines Account Manager

Description

We are LP Insurance

LP Insurance Services is an established and growing insurance brokerage firm, located in Arizona, California, Nevada, and New Mexico.

We invest in our employees, clients and communities. That’s the LP Difference. The success of our employees is our success. 

Let’s grow together! 

Helping Make Your Dream a Reality

LP Insurance is serious about growth opportunities and builds teams committed to genuine knowledge, teamwork, and professionalism. We value being direct when it comes to opportunity and will provide a clear path forward.

Offerings

LP delights in offering a fulfilling career with both stability and flexibility. LP offers a competitive salary and incredible benefits such as: 

• 401k Plans – with 100% vested employer match
• Medical, Dental, and Vision – plans that fit your needs
• Short-Term and Long-Term Disability, plus Group Life Insurance – at no cost to you 
• Paid Time Off – starting at 20 days per year
• Employee Assistance Program – including free counseling, legal advice, and more

The Position – Personal Lines Account Manager

The Personal Lines Account Manager is responsible for providing prompt, accurate and courteous service to Customers, Producers, Account Executives and Company personnel. The Personal Lines Account manager creates an exceptional experience by thoroughly reviewing applications, policies, endorsements, and cancellations and responding timely to questions, requests or concerns from clients.

What is Needed: 

• Provide day to day customer service support to customers by preparing information, managing data, and producing documents.
• Review policies, endorsements, cancellations, and audits for accuracy. 
• Order motor vehicle reports and prepare finance agreements.
• Issue certificates of insurance and auto ID cards.
• Maintain detailed documentation for all client transactions.
• Communicate with team members to establish priorities, manage work flows, and ensure timely deliverables.
• Participate in seminars and classes for skill and knowledge development.

Requirements

 Qualifications Needed:

• Minimum of 2 years’ experience in a Customer Service Account role
• 2 years’ experience of Personal Lines preferred

LP Insurance is an Equal Opportunity Employer. All applicants will be considered for employment without regard to actual or perceived race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, medical condition, pregnancy, genetic information, marital status, amnesty, or status as a covered veteran or any other characteristic protected by applicable federal, state or local laws. 

We look forward to working with you!