Personal & Commercial Account Manager

Leavitt Group; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Wellness program with HSA

Health insurance

Vision insurance

Dental insurance

Life Insurance

Paid time off

Job summary

Leavitt Group in the United States is seeking a service-minded Personal & Commercial Lines Account Manager to support both personal and commercial clients while developing expertise to transition into a dedicated Commercial Lines role.

You will manage personal lines (auto, home, umbrella) and assist commercial clients with policy service, renewals, endorsements, and coverage reviews, while supporting producers with quoting and new business implementation in a national agency environment.

Qualifications

• Active Property & Casualty License (or ability to obtain).
• Strong communication and customer service skills.
• Organized, detail-oriented, and able to manage multiple priorities.
• Insurance agency experience preferred.
• Experience with Personal Lines, Commercial Lines, or agency management systems is a plus.

Responsibilities

• Manage and service Personal Lines accounts, including auto, home, umbrella, and recreational vehicle policies.
• Assist commercial clients with policy service, renewals, endorsements, certificates, and coverage reviews.
• Support producers with quoting, submissions, and new business implementation.
• Build strong relationships with clients and carrier partners.
• Identify opportunities to better protect clients through additional coverages and solutions.
• Participate in renewal planning and account strategy discussions.

Skills

Property & Casualty License

Communication

Customer Service

Organized / Detail-Oriented

Multi-Tasking

Agency Management Systems

Tools

Agency management systems

Job description

Build your insurance career with a team that invests in your growth.

We're looking for a service-minded insurance professional to join our agency as a Personal & Commercial Lines Account Manager . This role offers a unique opportunity to support both personal and commercial clients while developing the expertise needed to transition into a dedicated Commercial Lines Account Manager position.

If you enjoy building relationships, helping clients protect what matters most, and growing your insurance knowledge, we'd love to meet you.

What You'll Do

• - Manage and service Personal Lines accounts, including auto, home, umbrella, and recreational vehicle policies
• - Assist commercial clients with policy service, renewals, endorsements, certificates, and coverage reviews
• - Support producers with quoting, submissions, and new business implementation
• - Build strong relationships with clients and carrier partners
• - Identify opportunities to better protect clients through additional coverages and solutions
• - Participate in renewal planning and account strategy discussions

What We're Looking For

• - Active Property & Casualty License (or ability to obtain)
• - Strong communication and customer service skills
• - Organized, detail-oriented, and able to manage multiple priorities
• - Insurance agency experience preferred
• - Experience with Personal Lines, Commercial Lines, or agency management systems is a plus

Why Join Us?

If you're looking for a long-term career in insurance with opportunities to learn, grow, and build lasting client relationships, we'd love to hear from you. Keystone Insurance offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

• - A people-first culture that values your growth and work–life balance
• - Clear career path into Commercial Lines Account Management
• - Ongoing training, mentorship, and professional development
• - The tools and support you need to succeed
• - The opportunity to work with reputable carriers and a diverse client base
• - Recognition and rewards for your contributions
• - Attractive benefits package, including 401(k) and wellness program with HSA incentives
• - Health, Vision, Dental, HSA/FSA, and Life Insurance
• - Paid time off (vacation and sick time)

As a national company, the Leavitt Group is one of the largest privately‑held insurance agency brokerage in the nation, with over 275 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.