Alamosa, Colorado, United States · On-site
$50k–$70k/yr
Personal Lines Account Manager The Leavitt Group of Colorado is looking for a Personal Lines Account Manager for their busy office in Colorado Springs, Alamosa or Sterling, CO. MUST have a Property and Casualty license J…
Skills: Property And Casualty Licensing, Customer Service, Insurance Quoting, Cross Selling, Risk Mitigation
Fresno, California, United States · Hybrid
Commercial Risk Advisor Barlocker Insurance is looking for a motivated sales professional who enjoys building relationships and helping businesses succeed. If you're confident in your consultative sales abilities, excite…
Skills: B2B Sales, Consultative Selling, Relationship Building, Risk Management, Insurance Solutions
Colorado Springs, Colorado, United States · Hybrid
Leavitt Group of Colorado is looking for a motivated B2B outside sales representative in the Colorado Springs area. If you are confident in your consultative sales abilities, get excited by uncapped earnings potential, a…
Skills: B2B Sales, Consultative Selling, Risk Management, Relationship Building, Client Acquisition
Alamosa, Colorado, United States · Hybrid
$60k–$80k/yr
Leavitt Group is looking for a motivated B2B outside sales representative in and around the Alamosa, Colorado area. If you are confident in your consultative sales abilities, get excited by uncapped earnings potential, a…
Skills: B2B Outside Sales, Consultative Selling, Risk Management, Relationship Building, Client Acquisition
Cambridge, Maryland, United States · Hybrid
$45k–$65k/yr
Farm Creek Insurance is looking to add new talent to their commercial lines team. This position can reside in either Nottingham or Cambridge , MD and is hybrid. A Commercial Lines Account Manager works closely with produ…
Skills: Commercial Lines Insurance, Underwriting Support, Market Quotations, Proposal Creation, Policy Checking
Boca Raton, Florida, United States · On-site
$2k–$4k/wk
Medicare Supplement Licensed Insurance Agent Health Exchange Agency – Boca Raton, FL At Health Exchange Agency (HEA), we’re not another call center—we’re a high-performance Medicare Supplement agency built by agents, for…
Skills: Medicare Supplement Sales, Closing, Lead Management, Client Relationship Building, Compliance
Vicksburg, Mississippi, United States · On-site
Hennessey, Thames & Leavitt in Vicksburg, MS is looking to expand its team with new talent. As an insurance agency, we take great pride in our organization, our community, and our clients. As a local, independent agency,…
Skills: Customer Service, Insurance Policy Servicing, Communication Skills, Attention To Detail, Data Entry
Santa Maria, California, United States · On-site
$65k–$75k/yr
Leavitt Coastal Valley, a proud affiliate of Leavitt Group, is seeking a talented, relationship-driven Commercial Lines Account Manager to join our team in Santa Maria, CA. If you enjoy building client relationships and …
Skills: Commercial Lines Insurance, Client Relationship Management, Property & Casualty License, Microsoft Excel, Microsoft Word
Jefferson City, Missouri, United States · On-site
Commercial Lines Account Manager Stafford Leavitt | Jefferson City, MO Stafford Leavitt, an affiliate of Leavitt Group, is seeking a Commercial Lines Account Manager to join our growing team in Jefferson City, MO. About …
Skills: Commercial Lines Insurance, Underwriting, Carrier Rating Systems, Ams360, Microsoft Excel
Santa Maria, California, United States · On-site
$41k–$52k/yr
Leavitt Coastal Valley-Assistant Commercial Lines Account Manager Leavitt Coastal Valley, a Leavitt Group affiliate, is seeking a motivated and detail-oriented Assistant Commercial Lines Account Manager to join their tea…
Skills: Client Service, Insurance Proposals, Endorsement Review, Certificates Of Insurance, Client Management Systems
Houston, Texas, United States · Hybrid
Account Manager – GBS Houston Status: Full Time Location: Houston, Texas (Fully In-Office) Exempt Status: Exempt About GBS GBS is the leader in experience, innovation, and services when it comes to customizing the employ…
Skills: Account Management, Employee Benefits, Customer Service, Insurance Licensing, MS Office
Choteau, Montana, United States · On-site
Leavitt Great West is a local agency in Montana that continues to work on their culture and a meaningful work life balance for their employees. Leavitt Great West is looking to add new talent to their Commercial Lines te…
Skills: Commercial Lines Insurance, Account Management, Underwriting Coordination, Carrier Rating Software, AMS360
Beaverton, Oregon, United States · On-site
Leavitt Group of Portland in Beaverton, OR is looking for a Commercial Lines Account Manager for their busy office. As an Commercial Lines Account Manager, you’ll manage the daily servicing and retention of accounts, pro…
Skills: Commercial Lines Account Management, Customer Service, Underwriting Process, AMS360, Policy Administration
Fort Bragg, California, United States · Hybrid
$52k–$110k/yr
Far West Leavitt Insurance Services is looking for a motivated B2B outside sales representative in the Greater Fort Bragg area. If you are confident in your consultative sales abilities, get excited by uncapped earnings …
Skills: B2B Sales, Consultative Selling, Risk Management, Relationship Building, Client Acquisition
Houston, Texas, United States · On-site
$45k–$50k/yr
Leavitt Group Texas Select at 1300 W Sam Houston Pkwy S, Ste 220, Houston, TX 77042 is looking for a Personal Lines Sales and Service Agent for their busy office. In this position you will be responsible for the followin…
Skills: Property and Casualty License, Sales, AMS 360, Bilingual, Communication
Shreveport, Louisiana, United States · Hybrid
Risk Services of Louisiana, a Leavitt Group affiliate, is seeking a motivated and detail-oriented Commercial Lines Account Manager to join their team. As an Account Manager, you’ll manage the daily servicing and retentio…
Skills: Account Management, Commercial Lines Insurance, Client Retention, Coverage Guidance, Policy Processing
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The Personal Lines Account Manager handles inbound service calls, manages policy changes, and processes payments for customers. They are also responsible for identifying coverage gaps and educating clients on risk mitigation.
Candidates must possess a Property and Casualty license and preferably have two years of agency experience. Proficiency in AMS360 and excellent communication skills are highly desired.
The Leavitt Group of Colorado is looking for a Personal Lines Account Manager for their busy office in Colorado Springs, Alamosa or Sterling, CO.
Job Description:
Personal Lines Account Manager are the cornerstone of the personal lines services team. This position answers all inbound personal lines service calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers.
Responsibilities and Duties:
· Personal Lines Account Manager will handle customer service requests in a professional and knowledgeable manner.
· They will determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
· During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.
· The Account Manager will document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
· Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.
· In addition to inbound service calls, the Account Manger performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
· Property and Casualty
· 2 years Agency experience preferred
· AMS360 experience preferred
· Excellent communication skills; verbally and written.
· Detail oriented and able to maintain compliance standards.
· Must be dependable, provide timely response, and complete of work activities.
Leavitt Group offers a full and attractive benefits package including;
· $50,000 - $70,000 depending on experience
· Health Insurance
· Dental and Vision Insurance
· 401(k) with matching employer contributions.
· HSA and FSA
· Paid sick and vacation leave
As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 280 locations across 32 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.
#LI-AH1
We leverage national resources and expertise while maintaining the personalized service of a local agency.
We are a company that remains mindful of our humble beginnings - this is core to who we are. Our journey has been one of staying true to our roots, caring for our people, and strategically expanding our reach. We are committed to staying true to our core values. This includes continuing to invest in our local communities, developing future leaders to carry the business forward, and providing our staff with opportunities for professional growth. Moreover, we will leverage the resources and expertise of a large national firm while maintaining the personalized service of a local agency. Finally, offering risk advisory services to clients in need of guidance will continue to be one of our top priorities.
Offices: 317 Crusader Road, Cambridge, MD 21613, US · 111 North West Street, Suite 200, Easton, MD 21601, US · 319 Bloomingdale Avenue, Federalsburg, MD 21632, US · 8723 Belair Rd, Nottingham, Maryland 21236, US
We leverage national resources and expertise while maintaining the personalized service of a local agency.
We are a company that remains mindful of our humble beginnings - this is core to who we are. Our journey has been one of staying true to our roots, caring for our people, and strategically expanding our reach. We are committed to staying true to our core values. This includes continuing to invest in our local communities, developing future leaders to carry the business forward, and providing our staff with opportunities for professional growth. Moreover, we will leverage the resources and expertise of a large national firm while maintaining the personalized service of a local agency. Finally, offering risk advisory services to clients in need of guidance will continue to be one of our top priorities.
Offices: 317 Crusader Road, Cambridge, MD 21613, US · 111 North West Street, Suite 200, Easton, MD 21601, US · 319 Bloomingdale Avenue, Federalsburg, MD 21632, US · 8723 Belair Rd, Nottingham, Maryland 21236, US
