Address
Form of work
SalaryA Leavitt Group affiliate, Risk Services of Louisiana, is looking for a Commercial Lines Account Manager to join their team. An Account Manager (AM) must perform all tasks in the day-to-day servicing, maintenance and retention of assigned book of business in a timely, accurate and professional manner. An AM must be licensed and authorized to bind coverages in accordance with carrier agreements and company policies and procedures. This position can be performed in office (in Alexandria, LA or Shreveport, LA), hybrid or remote.
They must have a working knowledge of all lines of commercial insurance, and be able to coordinate, review and monitor all technical support necessary for the servicing of client accounts, including but not limited to:
- Compile and organize all client information necessary to manage and process new and renewal business.
- Respond to client and carrier requests, process cancellations and endorsements, and assist in the marketing of accounts when required.
- Be able to discuss coverages, options and assist client in the decision-making process. Recommend coverage enhancements when appropriate.
- Assist with oral and written presentations to clients and prospects as necessary.
- Obtain customer feedback and take appropriate action; document all customer and carrier conversations.
- Monitor strategy reports and/or expiration lists and initiate the renewal process.
- Meet marketing goals for timing of new and renewal submissions.
- Input appropriate data into the AMS360 to generate accurate applications, binders, certificates, vehicle identification cards, coverage summaries and other output.
- Prepare Proposals.
- Assist with collection of premiums due.
- Work as an active member of the department and maintain high staff relationships at all times.
- Communicate and coordinate with Account Executives & Producers.
- Act in a courteous, professional manner when working with clients, carriers and other office staff.
Knowledge, Skills and Abilities Account Manager
- Must hold active Property and Casualty license
- Experience with Commercial Insurance in middle market accounts
- Good understanding of MS Word, MS Excel, and PDF programs with ability to operate general office equipment.
- Familiarity with general office procedures and the ability to comply wit RSL’s agency policies and procedures.
- Knowledge and understanding of insurance rating/underwriting criteria.
- Excellent written and verbal communication skills.
- Ability to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals; compute rates, ratios, percentages, draw and interpret bar graphs.
- Ability to define problems, collects data, establish facts and draw valid conclusions.
- Ability to organize and prioritize work.
- Ability and skill to relate to all types of people and levels in organizations such as bankers, contractors, lawyers and engineers.
Benefits
Risk Services of Louisiana offers a competitive salary ($50,000-$70,000 DOE).
- Paid License renewal and continuing education
- Recognition and rewards
- Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
- Vision, Dental, HSA/FSA, & Life Insurance
- Paid time off (vacation & sick time)
Qualified candidates are encouraged to apply!
As a national company, the Leavitt Group is the 19th largest privately-held insurance agency brokerage in the nation, with over 250 locations across 27 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.
Who are we? Please watch https://youtu.be/tmNRjDxzKQk
#LI-EM1
