
Posted 13 days ago
Personal Lines Agent
AI Summary
Personal Lines Agent at Homer Insurance Center (Leavitt Group) handles sales support and customer service for personal lines insurance, including quoting, policy changes, claims intake, and account maintenance.
About this role
Homer Insurance Center, an office of Leavitt Group Northwest, is looking for a Personal Lines Agent for their busy office in Homer, Alaska. In this position you will be responsible for the following.
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 coverage, maintaining existing accounts, cross-selling existing accounts, and forwarding submission packages to the appropriate carrier. Customer service will consist of discussing coverage, recommending coverage, requesting, and making policy changes, 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).
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 coverage, 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.).
Retain renewal business by contacting insureds to review coverage.
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 coverage on existing policies or adding additional lines of business (cross-sell).
Assist with the development of recommended coverage for customers.
JOB REQUIREMENTS/COMPETENCIES:
Property and Casualty License required
Strong sales skills required
Knowledge of the AMS 360 is a plus / training available
Excellent communication skills; verbally and written.
Homer Insurance, a Leavitt affiliate offers a competitive
$50,000 - $58,000 + Commission
Health Insurance
Dental and Vision Insurance
401(k) with matching employer contributions.
HSA or FSA
Paid sick and vacation leave
Qualified candidates are encouraged to apply.
As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 280 locations across 32 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
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