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Leavitt Group · 10 hours ago

Personal Lines Sales and Service Representative

Pittsburgh, PA

Full-time

Onsite

New Grad, Entry Level

Leavitt Group, one of the largest privately held insurance brokerages in the nation, is seeking Personal Lines Sales and Service Representatives to join their team. In this role, you will manage inbound personal lines sales and service calls, providing exceptional support to customers while handling various insurance needs.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance

Growth Opportunities

Hiring Manager

Erica Marchese

Responsibilities

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

Qualification

Property & Casualty licenseCustomer serviceAttention to detailVerbal communicationWritten communication

Required

Strong verbal and written communication skills

High attention to detail with the ability to adhere to compliance standards

Preferred

Property & Casualty license preferred, or willingness to obtain within 90 days

Benefits

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)

Company

Leavitt Group

Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide.

Founded in 1952