Personal Lines Sales and Service Agent

Leavitt Group Texas Select at 1300 W Sam Houston Pkwy S, Ste 220, Houston, TX 77042 is looking for a Personal Lines Sales and Service Agent for their busy office. 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, 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.

• 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.).

• Resolving customer problems & complaints (with assistance/direction from manager as needed).

• Assisting with the collection of premiums and reconciliation of accounts as needed.

• 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).

• Process daily-download from carriers, print appropriate reports, and verify download policy information is accurate.

• Assist with answering phones and other general office duties as may be required.

JOB REQUIREMENTS/COMPETENCIES:

• Property and Casualty License

• Strong sales skills required

• Knowledge of the AMS 360 is a plus

• Bilingual is a plus

• 2-3 years Agency experience

• Excellent communication skills; verbally and written.

• Detail oriented and able to maintain compliance standards.

• Must be dependable, provide timely response, and complete of work activities.

Texas Select, a Leavitt affiliate offers a competitive

• $45,000-$50,000 + Commission

• Health Insurance

• Dental and Vision Insurance

• 401(k) with matching employer contributions.

• HSA and 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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