Personal Lines Account Manager

Leavitt Group

Pennsylvania

On-site

USD 42,000 - 62,000

Full time

14 days+

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Benefits offered by this job

Health Insurance with HSA or FSA

401(k) with matching employer contributions

Paid time off

Wellness Program

Dental and Vision Insurance

Job summary

A leading insurance agency is seeking a Personal Lines Account Manager to join their team in Pennsylvania. In this role, you will handle customer service requests, support renewals, and drive new business. The ideal candidate will be licensed in Property and Casualty and have 2-4 years of experience in personal lines. You will also provide exceptional service while managing client relationships and ensuring compliance. The agency offers a competitive hourly wage along with health and wellness benefits.

Qualifications

Excellent communication skills in both verbal and written forms.
Detail-oriented with a focus on compliance standards.
Dependable and able to complete tasks timely.

Responsibilities

Handle customer service requests professionally.
Take incoming calls for new business and cross-sell.
Document all customer interactions accurately.
Coordinate with producers and carriers to ensure proper coverage.
Identify coverage gaps and educate clients on risk mitigation.
Support team and manager with service activities as needed.

Skills

Excellent communication skills

Detail oriented

Customer service

Attention to detail

Education

Licensed in Property and Casualty

2-4 years of personal lines experience

Job description

A Leavitt affiliate, Spotts Insurance is looking to add new talent to their Personal Lines team.

At Spotts Insurance, our Account Managers are trusted advisors—supporting renewals, driving new business, and delivering exceptional service. You’ll work closely with producers and carriers to ensure clients have the right property and casualty coverage.

Job Description

The Personal Lines Account Manager works to answer inbound personal lines service and sales calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverages, adding/deleting lienholders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers.

Responsibilities and Duties

Handle customer service requests in a professional and knowledgeable manner.
Taking incoming calls for new business and cross selling
They will help determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.
They will document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
They will maintain effective and timely follow-up systems and verify transactions with customers.
They will effectively utilize technology to perform assignments and requests.
Additionally, they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.
Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.
In addition to inbound service calls, the Account Manager will perform service activities to support their team and their manager or others, consistent with the responsibilities outlined above.

Job Requirements/Competencies