Personal Lines Account Manager

Leavitt Group • Elk Grove, CA

1d • $55,000 - $70,000 • Hybrid

About The Position

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.

Requirements

• Licensed required in California for Property and Casualty
• 2-3 years Agency experience preferred; prior account management experience a plus.
• Excellent communication skills; verbally and written.
• Detail oriented and able to maintain compliance standards.
• Must be dependable, provide timely response, and complete work activities.

Nice To Haves

• 2-3 years Agency experience preferred; prior account management experience a plus.

Responsibilities

• 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.

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees