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Manage and grow a portfolio of personal insurance clients through cross-selling, new business development, retention, and outstanding customer service. Conduct account reviews, generate leads via outbound calls and networking, re-quote prospects, educate clients on coverage, and connect clients to basic life insurance resources.

The Personal Lines Account Manager handles inbound service and sales calls, manages customer accounts, addresses insurance inquiries, and ensures proper coverage.

As a Commercial Risk Advisor, you will use consultative sales techniques to build relationships with executives, offering risk management solutions and support.

The Personal Lines Account Manager provides customer service and sales support for personal lines, handling requests and ensuring customer satisfaction through effective communication and follow-up.

The Personal Lines Account Manager will manage customer accounts, ensure service quality, process policy changes, resolve complaints, and support sales efforts in personal lines insurance.

Lead day-to-day ICHRA operations team, manage escalations and ticketing, build SOPs and workflows, track KPIs, maintain Salesforce/case trackers, improve onboarding/enrollment/payment/autopay processes, coach staff, and partner with stakeholders to scale service operations and enhance client/member experience.

The Personal Risk Advisor develops client relationships, assesses personal risks, recommends tailored insurance solutions, and boosts sales through networking and community involvement.

As a Personal Account Manager, you will manage personal insurance clients, providing support with policy servicing, renewals, and communication. You will ensure timely and empathetic service while maintaining accurate records and coordinating with clients and producers.

Manage commercial insurance accounts by preparing submissions, coordinating with producers and account executives, obtaining quotes, creating proposals, issuing certificates and ID cards, and ensuring policy accuracy and invoicing. Serve as primary support for timelines, endorsements, and client binders.

The Commercial Lines Account Manager at Leavitt Insurance will manage commercial accounts, ensuring seamless client support, preparing insurance applications, and collaborating with producers and internal teams.