Personal Lines Account Manager at Leavitt United Insurance Services supporting clients with their insurance needs. Managing service requests and building long-lasting client relationships while ensuring compliance and satisfaction.
Responsibilities
Serve as the go-to resource for clients—answering questions, resolving issues, and guiding them through changes with professionalism and empathy.
Manage service requests such as vehicle or coverage changes, lienholder updates, billing inquiries, payments, and new quotes.
Spot opportunities to fill coverage gaps and educate clients on how to better protect themselves and their families.
Build strong, lasting relationships by supporting your book of business and driving retention.
Keep client records accurate and up to date with clear documentation and timely follow-up.
Collaborate with your team and manager to ensure smooth service delivery and client satisfaction.
Leverage your knowledge of products, carriers, and agency processes to provide exceptional service.
Requirements
Licensed required in California for Property and Casualty
3 years Agency experience preferred.
Excellent communication skills; verbally and written.
Detail oriented and able to maintain compliance standards.
Must be dependable, provide timely response, and complete work activities.
Benefits
Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
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