Personal Lines Service Representative

Leavitt Group; Pittsburgh (Allegheny County); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

401(k) with wellness program incentives

Health, Vision, Dental, and Life Insurance

Paid time off (vacation and sick time)

Job summary

Leavitt Group in Pittsburgh is looking for a Personal Lines Service Agent to join our team. In this role, you will support personal lines clients by handling service requests and providing knowledgeable assistance. You will help manage policy changes, billing inquiries, and educate clients on coverage options.

The ideal candidate will possess strong customer service skills and a commitment to accuracy. We value ongoing training and offer a comprehensive benefits package including health, vision, dental, and a 401(k) plan.

Qualifications

• Must have a Property & Casualty license or willingness to obtain within 90 days.
• Strong customer service and relationship-building skills required.
• High attention to detail and commitment to compliance.

Responsibilities

• Provide professional service to personal lines customers.
• Assist clients with policy servicing needs and billing inquiries.
• Maintain accurate documentation of all client interactions.

Skills

Customer service skills

Communication skills

Relationship-building

Education

Property & Casualty license

Job description

About the Role

Personal Lines Service Agents are essential members of our client service team, helping customers navigate their insurance needs with confidence and care. In this role, you will serve as a primary point of contact for personal lines clients, handling inbound service requests and providing timely, knowledgeable support. Responsibilities include processing policy changes, answering billing questions, issuing certificates and ID cards, verifying coverage, assisting with renewals, and helping clients better understand their insurance coverage.

This position is ideal for someone who enjoys building relationships, solving problems, and delivering outstanding customer service in a fast‑paced environment.

The location for this position is in the South Hills area of Pittsburgh.

What You’ll Do

• Provide professional, responsive service to personal lines customers through phone, email, and other communication channels.
• Assist clients with policy servicing needs including endorsements, renewals, billing inquiries, payments, ID cards, and coverage verification.
• Review customer accounts to ensure policies remain accurate and up to date.
• Help identify coverage gaps and educate clients on available coverage options that support their needs.
• Maintain accurate documentation of all client interactions and policy activity.
• Follow up on outstanding service items to ensure timely resolution and excellent customer experience.
• Utilize agency systems and carrier technology to efficiently complete service requests and daily tasks.
• Apply knowledge of personal lines products, carrier guidelines, and agency procedures to support clients effectively.
• Prepare and send correspondence and policy‑related documentation as needed.
• Collaborate with team members and agency leadership to support overall service operations.
• Provide occasional service support on commercial policies, including policy changes, payments, certificates, and ID cards.

Job Requirements

• Property & Casualty license preferred, or willingness to obtain within 90 days.
• Strong customer service, communication, and relationship‑building skills.
• Ability to prioritize tasks and manage multiple service requests efficiently.
• High attention to detail and commitment to accuracy and compliance.
• Positive attitude and team‑oriented mindset.
• Insurance experience preferred, but candidates with strong administrative or customer service backgrounds are encouraged to apply.

Benefits

• A people‑first culture that values your growth and work–life balance.
• Ongoing training and career development opportunities, including paid license renewal and continuing education.
• 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).