Leavitt Group · 1 day ago
Personal Lines Account Manager
Leavitt Group of Northern Arizona is one of the largest privately held insurance brokerages in the nation, seeking a Personal Lines Account Manager to join their team. This role involves serving as a trusted partner for clients, managing service requests, and building strong relationships while providing exceptional service.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
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
Required
Property and Casualty license in Arizona, 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.