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Leavitt Group · 4 days ago

Personal Lines Account Manager

Fresno, CA

Full-time

Onsite

New Grad, Entry Level

$21/hr - $21/hr

Leavitt Group is one of the largest privately held insurance brokerages in the nation, and they are seeking a Personal Lines Account Manager to support their clients. The role involves managing client relationships, answering service requests, and identifying opportunities to enhance client coverage.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance

Growth Opportunities

Hiring Manager

Erica Marchese

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

Qualification

PropertyCasualty licenseCustomer service skillsProactive mindsetCommunication skillsDetail orientedTechnology proficiencyOrganizational skills

Required

Property and Casualty license in California, or willingness to obtain within 90 days

Excellent communication skills; verbally and written

Detail oriented and able to maintain compliance standards

Must be dependable, provide timely response, and complete work activities

Strong communication and customer service skills—you enjoy helping people and solving problems

An eye for detail, with the ability to see how small changes may impact a client's bigger picture

A proactive mindset—someone who can identify needs and turn routine conversations into opportunities

Comfort with technology and organization tools to manage client files and follow-ups effectively

Benefits

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)

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