What are the responsibilities and job description for the Personal Account Manager position at Leavitt Group?
Are you detail-oriented, service-driven, and passionate about helping people feel secure? As a Personal Account Manager, you’ll be the trusted go-to for individuals and families who rely on us to protect what matters most.
This role supports the ongoing service, renewal, and relationship management for a book of personal insurance clients—ensuring they receive timely, accurate, and empathetic support throughout the life of their policies. You’ll work alongside Personal Risk Advisors (producers) and team leaders to deliver a seamless and positive client experience.
Pyron Group’s purpose is to lighten the load and lift the spirit. We show up for our clients with clarity, care, and consistency—and every one of our account managers are key to making that promise real.
Compensation & Benefits
We make a significant investment into every team member by offering:
Policy Servicing & Maintenance
Pyron Group is more than an insurance agency—we’re a people-first organization committed to fostering ease, clarity, and connection in everything we do. We help our clients navigate life with confidence, and we support our teammates in building meaningful, sustainable careers. Our culture is rooted in empathy, simplicity, and joyful service—and we show up consistently for each other and our community.
This role supports the ongoing service, renewal, and relationship management for a book of personal insurance clients—ensuring they receive timely, accurate, and empathetic support throughout the life of their policies. You’ll work alongside Personal Risk Advisors (producers) and team leaders to deliver a seamless and positive client experience.
Pyron Group’s purpose is to lighten the load and lift the spirit. We show up for our clients with clarity, care, and consistency—and every one of our account managers are key to making that promise real.
Compensation & Benefits
We make a significant investment into every team member by offering:
- Competitive salary based on experience
- Optional new sales commission opportunity
- Quarterly bonus opportunities
- Medical, Dental, and Vision Insurance
- HSA and FSA with employer contributions
- 401(k) with employer matching
- Paid Time Off and Paid Holidays
- Company-paid Life and Short-Term Disability Insurance
- Optional Long-Term Disability and Supplemental Life Insurance
- Opportunities for training, certification, and career advancement
Policy Servicing & Maintenance
- Process day-to-day service requests such as endorsements, cancellations, reinstatements, and coverage verifications.
- Maintain accurate records in the agency management system (e.g., AMS360), ensuring documentation and activity logs are current and complete.
- Issue certificates of insurance, ID cards, evidence of insurance, and other policy documents.
- Review upcoming renewals for rate changes, risk changes, and retention strategy.
- Communicate with clients proactively to confirm needs and address concerns before renewal.
- Coordinate with producers on remarketing strategies and coverage reviews.
- Run comparative quotes across multiple carriers when appropriate.
- Identify opportunities for bundling, discounts, or improved coverage.
- Assist with quoting for cross-sold or newly added policies (e.g., umbrella, valuables, secondary homes).
- Act as the main point of contact for assigned clients, ensuring responsive and friendly service.
- Handle incoming calls, emails, and client requests with professionalism and empathy.
- Guide clients through billing questions, claims processes, or coverage explanations as needed.
- Work effectively within carrier portals, underwriting platforms, and comparative raters.
- Maintain knowledge of carrier appetite, underwriting guidelines, and procedures.
- Collaborate with team members to balance workload, support cross-branch needs, and uphold team standards.
- Client retention rate
- Renewal processing accuracy and timeliness
- Response time to client communications
- Positive feedback from clients and producers
- Service workload efficiency and documentation quality
- Contribution to team goals and culture
- Experience in a personal lines insurance servicing role preferred but not required. We develop team members with no experience all the time.
- Active Property & Casualty license preferred Or we will provide all the tools and study materials to allow you to gain your P&C insurance license.
- Proficiency with agency management systems (AMS360 preferred) and carrier portals preferred.
- Strong communication, problem-solving, and organizational skills
- Ability to work independently and as part of a collaborative team
- Attention to detail and a commitment to client satisfaction
Pyron Group is more than an insurance agency—we’re a people-first organization committed to fostering ease, clarity, and connection in everything we do. We help our clients navigate life with confidence, and we support our teammates in building meaningful, sustainable careers. Our culture is rooted in empathy, simplicity, and joyful service—and we show up consistently for each other and our community.