What are the responsibilities and job description for the Personal Lines Account Manager position at Leavitt Group?
Redwoods Leavitt Insurance, a Leavitt Group affiliate, is seeking an energetic, motivated professional with a winning attitude to join our team as a Personal Lines Account Manager in Medford-Grant Pass, OR or Crescent City, CA. This full-time position offers competitive pay, excellent benefits, and opportunities for professional growth.
The Personal Lines Account Manager will serve as a key point of contact for clients, providing exceptional service while managing and growing personal insurance accounts.
Job Duties
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 28 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.
The Personal Lines Account Manager will serve as a key point of contact for clients, providing exceptional service while managing and growing personal insurance accounts.
Job Duties
- Build and maintain strong, long-term relationships with clients
- Provide consistent, accurate, and timely communication via phone, email, and written correspondence
- Meet with clients as needed to review accounts and address insurance needs
- Educate clients on coverage options and recommend appropriate solutions
- Accurately document client activity in the Agency Management System
- Process incoming emails and client requests promptly
- Issue certificates of insurance, ID cards, policies, and related documents
- Quote, sell, and service personal lines insurance policies
- Prepare applications, submit to carriers, and obtain client signatures
- Manage policy renewals and maintain accurate client files
- Active Property & Casualty license.
- Experience as a Personal Lines Account Manager.
- AMS360 experience preferred
- Understanding of Personal Lines coverages and service processes
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
- Excellent communication and relationship-building skills
- Proficiency with basic office software and comfort learning agency systems.
- Between $22-$26/hr., depending on experience
- Continuing education opportunities
- Professional growth and career development
- Health Insurance
- Dental & Vision Insurance
- 401(k) with matching employer contributions
- HSA & FSA
- Competitive PTO and company holidays.
- Wellness Program
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 28 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.
Salary : $22 - $26