Personal Lines Account Manager

About the role

At Leavitt Elite Insurance Advisors (LEIA), we believe peace of mind comes from helping people protect what matters most. We are committed to excellence, integrity, and delivering exceptional service while creating opportunities for our employees to learn, grow, and succeed.

We're looking for a Personal Lines Account Manager who is passionate about serving clients, solving problems, and building long-term relationships. Whether you're an experienced insurance professional or looking to continue growing your career within a supportive agency environment, this role offers the opportunity to make a meaningful impact while developing your expertise.

Key Responsibilities

Deliver Exceptional Client Service

• Serve as a trusted point of contact for assigned personal lines clients.
• Respond to client questions regarding coverage, billing, policy changes, and service requests.
• Assist clients through policy updates, endorsements, cancellations, reinstatements, and other account activities.
• Support clients during the claims process by providing guidance and follow-up assistance.

Manage Renewals and Coverage Reviews

• Prepare and manage policy renewals to ensure a seamless client experience.
• Review policies for accuracy and communicate coverage updates clearly and professionally.
• Identify opportunities to improve coverage and strengthen client retention.
• Help clients make informed decisions about their insurance program.

Support Agency Growth

• Partner with the Personal Lines Sales Team to support new business opportunities.
• Manage new business opportunities from initial contact through policy binding.
• Identify opportunities to deepen client relationships through additional coverage solutions.
• Contribute to agency retention, growth, and service goals.

Collaborate and Build Strong Partnerships

• Work closely with insurance carriers and underwriters to obtain policy information, endorsements, and coverage solutions.
• Partner with teammates to deliver exceptional service and support agency objectives.
• Assist with complex client situations and collaborate on solutions that best serve our clients.

Required Qualifications

• Must hold a current North Carolina Property & Casualty Insurance License
• Strong understanding of personal insurance products, policy forms, endorsements, and coverage options.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with agency management systems and standard business technology.

Preferred Qualifications

• Experience working within an independent insurance agency.
• Familiarity with AMS360 or similar agency management systems.

Benefits

• Competitive compensation
• Paid License renewal and continuing education
• Comprehensive benefits package including:
• Medical, Dental, Vision
• FSA/HSA & Life Insurance
• 401(k) with company benefits
• Competitive PTO including vacation and sick time, and company holidays
• Wellness program and employee support resources

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