What are the responsibilities and job description for the Personal Lines Sales and Service Representative position at Leavitt Group?
Why Join Us?
At Dott Insurance, a Leavitt Group affiliate, 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.
About The Role
Personal Lines Sales and Service Agents serve as essential members of our personal lines service and sales team. In this role, you will manage all inbound personal lines sales and service calls, providing exceptional support and guidance to our customers. Responsibilities include quoting and writing new business, cross-selling products, marketing, processing policy changes, answering billing inquiries, accepting payments, verifying insurance, and addressing a wide range of personal lines insurance needs.
What You’ll Do
Dott Insurance offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.
Ready to make your next move?
Apply today and help us continue delivering excellent service to our clients!
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.
At Dott Insurance, a Leavitt Group affiliate, 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.
About The Role
Personal Lines Sales and Service Agents serve as essential members of our personal lines service and sales team. In this role, you will manage all inbound personal lines sales and service calls, providing exceptional support and guidance to our customers. Responsibilities include quoting and writing new business, cross-selling products, marketing, processing policy changes, answering billing inquiries, accepting payments, verifying insurance, and addressing a wide range of personal lines insurance needs.
What You’ll Do
- Deliver professional, knowledgeable assistance to customers regarding personal lines service requests.
- Market and secure new personal lines business, including proactive cross-selling opportunities.
- Assess the full scope of customer service requests, including impacts to related policies or coverages.
- Identify coverage gaps during routine interactions and educate customers on risk-mitigation options.
- Document all customer interactions and maintain accurate, up-to-date records and files.
- Manage timely follow-up on outstanding items and verify completed transactions with customers.
- Use available technology effectively to complete daily tasks and service requests.
- Apply understanding of personal lines products, carrier guidelines, and agency procedures to support customer needs.
- Prepare and send correspondence as needed and perform additional service-related tasks as assigned.
- Support the service team, manager, and other colleagues with tasks aligned to the responsibilities above.
- Some service work on commercial policies may be needed at times, involving policy changes, ID cards, payments, etc.
- Property & Casualty license preferred, or willingness to obtain within 90 days.
- Strong verbal and written communication skills.
- High attention to detail with the ability to adhere to compliance standards.
Dott Insurance 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
- 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)
Ready to make your next move?
Apply today and help us continue delivering excellent service to our clients!
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.