Personal Lines Sales and Service Representative jobs in United States
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Leavitt Group · 1 week ago

Personal Lines Sales and Service Representative

Leavitt Group is one of the nation’s largest privately held insurance brokerages, and they are seeking a Personal Lines Insurance Sales & Service Representative. In this role, you will connect with clients, recommend tailored coverage solutions, and manage inbound inquiries to foster long-term relationships.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
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Growth Opportunities
Hiring Manager
Erica Marchese
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Responsibilities

Be the first point of contact for inbound calls and online inquiries from people actively shopping for insurance
Listen to client needs and recommend tailored coverage solutions that give them peace of mind
Present and explain policies in a way that’s clear, confident, and client-focused
Provide quotes, process applications, and support clients with renewals and policy changes
Stay sharp on personal lines insurance products, trends, and requirements so you’re always adding value
Follow up with clients and referrals to boost retention and sales opportunities
Partner with carriers and underwriters to ensure smooth policy issuance
Deliver the kind of service that turns first-time clients into long-term relationships

Qualification

Insurance sales experienceActive P&C licenseCRM software experienceMicrosoft Office proficiencyPeople skillsResults-driven mindsetCommunication skillsNegotiation skillsTeamwork

Required

Proven experience in insurance sales (personal lines preferred: auto, home, renters, etc.)
Active Property & Casualty (P&C) license in Pennsylvania
Strong communication, negotiation, and people skills
A results-driven mindset with the motivation to succeed
Comfort working both independently and as part of a team
Experience with CRM software and Microsoft Office, knowledge of AMS360 a plus

Benefits

Health
Dental
Vision
401(k) with match
Paid time off
Holidays
Ongoing training
Professional development
Career advancement

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.

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