What are the responsibilities and job description for the Personal Lines Account Manager position at Leavitt Group?
Why Join Us?
At Leavitt United Insurance Services, we believe careers should be more than just jobs—they should be opportunities to grow, thrive, and make a meaningful impact. As part of the Leavitt Group, one of the largest privately held insurance brokerages in the nation, you’ll join a team that rewards initiative, values hard work, and always puts clients first. Here, you’ll find the training, mentorship, and tools you need to succeed—plus the flexibility of hybrid work at one of our California offices.
About The Role
Our Personal Lines Account Managers are the heart of our Personal Lines team. You’ll be the trusted partner clients turn to for support, guidance, and solutions. Whether answering service calls, providing policy updates, or helping someone through a major life change, you’ll play a key role in protecting what matters most to our clients.
This is a role where no two days are alike. From answering billing questions to helping clients add coverage, to uncovering opportunities to strengthen protection, you’ll combine service and sales skills with genuine care for people.
What You’ll Do
Leavitt United Insurance Services offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.
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 275 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.
Compensation Range: $60K - $70K
At Leavitt United Insurance Services, we believe careers should be more than just jobs—they should be opportunities to grow, thrive, and make a meaningful impact. As part of the Leavitt Group, one of the largest privately held insurance brokerages in the nation, you’ll join a team that rewards initiative, values hard work, and always puts clients first. Here, you’ll find the training, mentorship, and tools you need to succeed—plus the flexibility of hybrid work at one of our California offices.
About The Role
Our Personal Lines Account Managers are the heart of our Personal Lines team. You’ll be the trusted partner clients turn to for support, guidance, and solutions. Whether answering service calls, providing policy updates, or helping someone through a major life change, you’ll play a key role in protecting what matters most to our clients.
This is a role where no two days are alike. From answering billing questions to helping clients add coverage, to uncovering opportunities to strengthen protection, you’ll combine service and sales skills with genuine care for people.
What You’ll Do
- Serve as the go-to resource for clients—answering questions, resolving issues, and guiding them through changes with professionalism and empathy.
- Manage service requests such as vehicle or coverage changes, lienholder updates, billing inquiries, payments, and new quotes.
- Spot opportunities to fill coverage gaps and educate clients on how to better protect themselves and their families.
- Build strong, lasting relationships by supporting your book of business and driving retention.
- Keep client records accurate and up to date with clear documentation and timely follow-up.
- Collaborate with your team and manager to ensure smooth service delivery and client satisfaction.
- Leverage your knowledge of products, carriers, and agency processes to provide exceptional service.
- Strong communication and customer service skills—you enjoy helping people and solving problems.
- An eye for detail, with the ability to see how small changes may impact a client’s bigger picture.
- A proactive mindset—someone who can identify needs and turn routine conversations into opportunities.
- Comfort with technology and organization tools to manage client files and follow-ups effectively.
- Licensed required in California for Property and Casualty
- 3 years Agency experience preferred.
- Excellent communication skills; verbally and written.
- Detail oriented and able to maintain compliance standards.
- Must be dependable, provide timely response, and complete work activities.
Leavitt United Insurance Services offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.
- A people-first culture that values your growth and work–life balance—with hybrid and remote options available, for qualified candidates
- Ongoing training and career development opportunities including paid license renewal and continuing education
- The tools and support you need to succeed
- The chance to work with reputable carriers and a diverse book of business
- 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 one of the largest privately-held insurance agency brokerage in the nation, with over 275 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.
Compensation Range: $60K - $70K
Salary : $60,000 - $70,000
