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Leavitt Group · 5 months ago

Personal Account Manager

Jackson, MS

Full-time

Onsite

New Grad, Entry Level

Leavitt is a people-first organization committed to fostering ease, clarity, and connection in everything they do. As a Personal Account Manager, you will be responsible for managing personal insurance clients, ensuring they receive timely and empathetic support throughout the life of their policies, and collaborating with team members to create a positive client experience.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance

Growth Opportunities

Responsibilities

Process day-to-day service requests such as endorsements, cancellations, reinstatements, and coverage verifications

Maintain accurate records in the agency management system (e.g., AMS360), ensuring documentation and activity logs are current and complete

Issue certificates of insurance, ID cards, evidence of insurance, and other policy documents

Review upcoming renewals for rate changes, risk changes, and retention strategy

Communicate with clients proactively to confirm needs and address concerns before renewal

Coordinate with producers on remarketing strategies and coverage reviews

Run comparative quotes across multiple carriers when appropriate

Identify opportunities for bundling, discounts, or improved coverage

Assist with quoting for cross-sold or newly added policies (e.g., umbrella, valuables, secondary homes)

Act as the main point of contact for assigned clients, ensuring responsive and friendly service

Handle incoming calls, emails, and client requests with professionalism and empathy

Guide clients through billing questions, claims processes, or coverage explanations as needed

Work effectively within carrier portals, underwriting platforms, and comparative raters

Maintain knowledge of carrier appetite, underwriting guidelines, and procedures

Collaborate with team members to balance workload, support cross-branch needs, and uphold team standards

Client retention rate

Renewal processing accuracy and timeliness

Response time to client communications

Positive feedback from clients and producers

Service workload efficiency and documentation quality

Contribution to team goals and culture

Qualification

Property & Casualty licenseAgency management systemsCarrier portalsCommunication skillsProblem-solving skillsOrganizational skillsClient satisfactionAttention to detailTeam collaboration

Required

Strong communication, problem-solving, and organizational skills

Ability to work independently and as part of a collaborative team

Attention to detail and a commitment to client satisfaction

Preferred

Experience in a personal lines insurance servicing role preferred but not required

Active Property & Casualty license preferred

Proficiency with agency management systems (AMS360 preferred) and carrier portals preferred

Benefits

Medical, Dental, and Vision Insurance

HSA and FSA with employer contributions

401(k) with employer matching

Paid Time Off and Paid Holidays

Company-paid Life and Short-Term Disability Insurance

Optional Long-Term Disability and Supplemental Life Insurance

Opportunities for training, certification, and career advancement

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