Leavitt Group · 9 hours ago
Personal Lines Account Manager
Eureka, CA
Full-time
Onsite
Mid Level
$20/hr - $25/hrLeavitt Group is one of the largest privately-held insurance agency brokerages in the nation, seeking a motivated Personal Lines Account Manager. This role involves managing and growing personal insurance accounts while providing exceptional service to clients.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Build and maintain strong, long-term relationships with clients
Provide consistent, accurate, and timely communication via phone, email, and written correspondence
Meet with clients as needed to review accounts and address insurance needs
Educate clients on coverage options and recommend appropriate solutions
Accurately document client activity in the Agency Management System
Process incoming emails and client requests promptly
Issue certificates of insurance, ID cards, policies, and related documents
Quote, sell, and service personal lines insurance policies
Prepare applications, submit to carriers, and obtain client signatures
Manage policy renewals and maintain accurate client files
Qualification
Required
Must hold a current California Property & Casualty Insurance License
Benefits
Continuing education opportunities
Professional growth and career development
Health Insurance
Dental & Vision Insurance
401(k) with matching employer contributions
HSA & FSA
Competitive PTO and company holidays.
Wellness Program
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
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Leavitt
Executive Chairman & CEO
Joe Callister
Chief Operating Officer
Company data provided by crunchbase