Personal Lines Account Manager
Role Overview
As a Personal Lines Account Manager, you will serve as the primary contact for clients, handling service requests such as policy updates, billing inquiries, and coverage changes while building strong relationships to drive retention. This mid-level role involves collaborating with a team to ensure client satisfaction and requires proactive identification of coverage gaps to educate and protect clients. You will manage a book of business, maintain accurate records, and use your knowledge of insurance products to provide exceptional support.
Perks & Benefits
This role offers hybrid and remote work options for qualified candidates, providing flexibility and a people-first culture that values work-life balance. Benefits include ongoing training, career development opportunities, paid license renewal, and an attractive package with 401k, wellness programs, HSA contributions, and paid time off. The company fosters a collaborative environment with recognition and rewards, supported by tools and reputable carriers for professional growth.
Full Job Description
Why Join Us?
At Leavitt Group of Northern Arizona, we believe careers should be more than just jobs—they should be opportunities to grow, thrive, and make a meaningful impact. As part of the Leavitt Group, one of the largest privately held insurance brokerages in the nation, you’ll join a team that rewards initiative, values hard work, and always puts clients first. Here, you’ll find the training, mentorship, and tools you need to succeed—plus the flexibility of hybrid work for the right candidate.
About the Role
Our Personal Lines Account Managers are the heart of our Personal Lines team. You’ll be the trusted partner clients turn to for support, guidance, and solutions. Whether answering service calls, providing policy updates, or helping someone through a major life change, you’ll play a key role in protecting what matters most to our clients.
This is a role where no two days are alike. From answering billing questions to helping clients add coverage, to uncovering opportunities to strengthen protection, you’ll combine service and sales skills with genuine care for people.
What You’ll Do
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.
What We’re Looking For
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.
Job Requirements/Competencies
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.
Why You’ll Love Working Here
Leavitt Group of Northern Arizona 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—with hybrid and remote options available, for qualified candidates
Ongoing training and career development opportunities including paid license renewal and continuing education
The tools and support you need to succeed
The chance to work with reputable carriers and a diverse book of business
Recognition and rewards
Attractive Benefits package, including 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)
Ready to make your next move?
Apply today and help us continue delivering excellent service to our clients!
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.
#LI-EM1
#LI-Onsite
#LI-Hybrid
Similar jobs
Found 6 similar jobs