Personal Lines Account Manager

Leavitt GroupEureka, CA
2d$20 - $25Onsite

About The Position

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.

Requirements

  • Must hold a current California Property & Casualty Insurance License
  • References are required as part of our employment process.
  • A background check is contingent upon employment.

Responsibilities

  • 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

Benefits

  • 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

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

11-50 employees

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