Personal Lines Assistant

Leavitt GroupBuckeye, AZ
15hHybrid

About The Position

Woodruff Leavitt is proud to be part of the Leavitt Group—one of the nation’s largest privately-owned insurance brokerages. With a strong local presence and decades of experience, we’re dedicated to serving our communities while empowering our team members to grow, thrive, and succeed. We are expanding our Personal Lines Department and are looking for an Assistant Account Manager to join our team. This is more than just a job—it’s a career opportunity where you’ll learn, grow, and make a real impact on our clients and our agency. As an Assistant Account Manager , you’ll play an essential role in supporting our clients and Account Managers.

Requirements

  • License required in Arizona for Property and Casualty and agency experience preferred, OR willingness to obtain licensure within 90 days.
  • Customer-focused with strong communication skills (written and verbal).
  • Detail-oriented with excellent follow-through.
  • Proficient in Windows, Outlook, Word, and Excel (strong typing and computer skills are a must).
  • Organized and able to self-manage in a digital workflow environment.
  • Outgoing, confident, and excited to learn.

Nice To Haves

  • License required in Arizona for Property and Casualty and agency experience preferred

Responsibilities

  • Providing exceptional customer service—answering questions, posting payments, assisting with claims, and processing policy changes.
  • Supporting Account Managers with special projects and helping build long-lasting client relationships.
  • Learning the ins and outs of personal lines insurance products, and becoming confident in explaining coverages and issuing key documents like auto IDs and certificates.
  • Growing into your role with mentorship from experienced Account Managers, Sales Executives, and Producers.
  • Advising clients on coverage options and policy changes.
  • Helping retain renewals and identifying opportunities for improved programs.
  • Developing existing accounts and assisting with new business opportunities by preparing timely and accurate quotes.

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)
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