Control Account Management Lead
Leidos
SDLC
Account Manager
Leavitt Group
full-time
Posted on:
Location Type: Hybrid
Location: Cambridge • Maryland • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Supporting agents by processing policy changes, updating policies on an agent’s behalf, attaching documentation, running reports, and entering data
- Engaging with clients via phone, email, text and in office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)
- Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client’s needs
- Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct.
- Supporting Agency leadership with special projects, client development and auditing policy information
- Participating in agency-sponsored community events and service projects
Requirements
- Relevant experience in roles that require attention to detail, strong communication skills and excellent customer service
- Prior experience with the farm & ranch community or agriculture is highly preferred.
- You will be required to obtain a P&C Insurance License within 90-180 days of employment. Training and testing is paid for by our agency.
Benefits
- health insurance
- 401 K with company matching
- paid time off
- vacation time
- sick days
- Wellness Program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data entrypolicy processingreport generationdocumentation managementinsurance verification
Soft skills
attention to detailcommunication skillscustomer serviceproactive engagementrecommendation skills
Certifications
P&C Insurance License
