Personal Lines Account Manager jobs in United States
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Leavitt Group ยท 9 hours ago

Personal Lines Account Manager

positionBristol, TN
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$48K/yr - $65K/yr
date2+ years exp

Leavitt Group is one of the largest privately-held insurance brokerages in the U.S., and they are seeking an experienced Personal Lines Account Manager to join their BTJ Insurance affiliate in Bristol, VA. The role involves supporting clients with policy servicing, coverage education, and risk mitigation while ensuring a positive customer experience.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
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Growth Opportunities

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

Qualification

Property & Casualty licenseAMS360 experience2+ years agency experienceCommunication skillsAttention to detailCustomer-first attitude

Required

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

Preferred

Property & Casualty license preferred
2+ years of agency experience in personal lines strongly preferred
Experience with AMS360 is a plus

Benefits

Medical, Dental & Vision Insurance
401(k) with employer match
HSA and FSA options
Paid vacation & sick leave
Wellness Program
Professional development opportunities

Company

Leavitt Group

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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.
dateFounded in 1952
location
San Jose, California, USA
people-size1001-5000 employees
web-link
https://www.leavitt.com/leavittpacific/

Funding

Current Stage
Late Stage

Leadership Team

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Eric Leavitt
Executive Chairman & CEO
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Joe Callister
Chief Operating Officer
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Company data provided by crunchbase