What are the responsibilities and job description for the Personal Lines Service Representative position at Leavitt Group?
Why Join Us?
At Dott-Leavitt Insurance Services, 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 Leavitt Group, one of the largest privately held insurance brokerages in the nation, you’ll join a team that values collaboration, professionalism, and exceptional client service. Here, you’ll find the training, mentorship, and support you need to build a rewarding career in insurance.
About The Role
Personal Lines Service Agents are essential members of our client service team, helping customers navigate their insurance needs with confidence and care. In this role, you will serve as a primary point of contact for personal lines clients, handling inbound service requests and providing timely, knowledgeable support. Responsibilities include processing policy changes, answering billing questions, issuing certificates and ID cards, verifying coverage, assisting with renewals, and helping clients better understand their insurance coverage.
This position is ideal for someone who enjoys building relationships, solving problems, and delivering outstanding customer service in a fast-paced environment.
The location for this position is in the South Hills area of Pittsburgh.
What You’ll Do
Dott-Leavitt 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.
Apply today and help us continue delivering exceptional service and support 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-Leavitt Insurance Services, 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 Leavitt Group, one of the largest privately held insurance brokerages in the nation, you’ll join a team that values collaboration, professionalism, and exceptional client service. Here, you’ll find the training, mentorship, and support you need to build a rewarding career in insurance.
About The Role
Personal Lines Service Agents are essential members of our client service team, helping customers navigate their insurance needs with confidence and care. In this role, you will serve as a primary point of contact for personal lines clients, handling inbound service requests and providing timely, knowledgeable support. Responsibilities include processing policy changes, answering billing questions, issuing certificates and ID cards, verifying coverage, assisting with renewals, and helping clients better understand their insurance coverage.
This position is ideal for someone who enjoys building relationships, solving problems, and delivering outstanding customer service in a fast-paced environment.
The location for this position is in the South Hills area of Pittsburgh.
What You’ll Do
- Provide professional, responsive service to personal lines customers through phone, email, and other communication channels.
- Assist clients with policy servicing needs including endorsements, renewals, billing inquiries, payments, ID cards, and coverage verification.
- Review customer accounts to ensure policies remain accurate and up to date.
- Help identify coverage gaps and educate clients on available coverage options that support their needs.
- Maintain accurate documentation of all client interactions and policy activity.
- Follow up on outstanding service items to ensure timely resolution and excellent customer experience.
- Utilize agency systems and carrier technology to efficiently complete service requests and daily tasks.
- Apply knowledge of personal lines products, carrier guidelines, and agency procedures to support clients effectively.
- Prepare and send correspondence and policy-related documentation as needed.
- Collaborate with team members and agency leadership to support overall service operations.
- Provide occasional service support on commercial policies, including policy changes, payments, certificates, and ID cards.
- Property & Casualty license preferred, or willingness to obtain within 90 days.
- Strong customer service, communication, and relationship-building skills.
- Ability to prioritize tasks and manage multiple service requests efficiently.
- High attention to detail and commitment to accuracy and compliance.
- Positive attitude and team-oriented mindset.
- Insurance experience preferred, but candidates with strong administrative or customer service backgrounds are encouraged to apply.
Dott-Leavitt 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
- Ongoing training and career development opportunities, including paid license renewal and continuing education
- The tools and support you need to succeed
- The opportunity to work with reputable carriers and a diverse client base
- Recognition and rewards for your contributions
- Attractive benefits package, including 401(k) and wellness program with HSA incentives
- Health, Vision, Dental, HSA/FSA, and Life Insurance
- Paid time off (vacation and sick time)
Apply today and help us continue delivering exceptional service and support 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.