Account Manager managing key customer relationships in industrial automation sector. Collaborating to enhance customer relations and driving business development strategies.
About the role
- 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
- Vision, Dental, HSA/FSA, & Life Insurance
- Paid time off (vacation & sick time)
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