What are the responsibilities and job description for the Personal Lines Account Manager position at Leavitt Group?
Personal Lines Account Manager
Bristol, VA | Full-Time
BTJ Insurance – A Leavitt Group Affiliate
leavitt.com/btj
BTJ Insurance, a Leavitt Group affiliate located in Bristol, VA, is seeking an experienced and service-focused Personal Lines Account Manager to join our growing team.
This position plays a key role in our personal lines service operations, supporting clients with policy servicing, coverage education, and risk mitigation while ensuring a positive customer experience.
Job Overview
As a Personal Lines Account Manager, you’ll be the first point of contact for inbound personal lines service calls. You'll assist customers with changes to their policies, quoting, payments, verification of insurance, and identifying coverage gaps. You'll also work closely with internal team members to support retention, cross-selling, and service initiatives.
Key Responsibilities
Respond to incoming service requests promptly and professionally
Handle all aspects of personal lines servicing, including changes to vehicles, lienholders, coverage, and billing questions
Educate clients on coverage gaps and risk mitigation strategies
Provide quotes and cross-sell additional coverages where appropriate
Maintain accurate customer records and documentation in AMS360
Follow up on open service items and verify transactions with customers
Draft and send service-related correspondence
Assist team members and managers with service-related support tasks
Leverage personal lines product knowledge and carrier guidelines to support client needs
Requirements & Qualifications
Property & Casualty license preferred
2 years of agency experience in personal lines strongly preferred
Experience with AMS360 is a plus
Excellent written and verbal communication skills
Strong attention to detail and ability to maintain compliance standards
Dependable with a consistent and timely work ethic
Customer-first attitude with a proactive problem-solving mindset
Compensation & Benefits
$48,000 – $65,000/year, depending on experience
Medical, Dental & Vision Insurance
401(k) with employer match
HSA and FSA options
Paid vacation & sick leave
Wellness Program
Professional development opportunities
About BTJ Insurance & Leavitt Group
BTJ Insurance is proud to be a part of the Leavitt Group, one the largest privately-held insurance brokerage in the U.S., with over 275 locations across 27 states. We specialize in commercial and personal insurance solutions and are appointed with top carriers across the country. As part of the Leavitt Group, we combine the strength of national partnerships with the service and culture of a local agency.
Ready to Apply?
We’re looking for someone who thrives in a fast-paced environment and values relationship-based service. If you're ready to take the next step in your insurance career, apply today!
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Compensation Range: $48K - $65K
Salary : $48,000 - $65,000