Personal Lines Account Manager
Role Overview
This mid-level Personal Lines Account Manager role involves building client relationships, managing insurance accounts, and providing exceptional service through phone, email, and in-person meetings. The position requires processing client requests, issuing insurance documents, quoting policies, and managing renewals while maintaining accurate records in an Agency Management System. As a key client contact point, the hire will directly impact client retention and account growth through personalized insurance solutions.
Perks & Benefits
This remote position offers competitive pay of $20-$25/hour with comprehensive benefits including health, dental, and vision insurance, plus 401(k) matching. The role provides professional growth opportunities through continuing education and career development programs, along with wellness initiatives and generous PTO. While location-flexible, candidates should be prepared for potential Pacific Time Zone expectations given the California-based company and licensing requirements.
Full Job Description
Redwoods Leavitt Insurance, a Leavitt Group affiliate, is seeking an energetic, motivated professional with a winning attitude to join our team as a Personal Lines Account Manager in Eureka or Crescent City, CA. This full-time position offers competitive pay, excellent benefits, and opportunities for professional growth.
The Personal Lines Account Manager will serve as a key point of contact for clients, providing exceptional service while managing and growing personal insurance accounts.
Must hold a current California Property & Casualty Insurance License
Job Duties
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
We offer the following to full-time employees:
Between $20-$25/hr., depending on experience
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
References are required as part of our employment process. A background check is contingent upon employment.
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 28 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.
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