Account Representative, SMB Outbound Sales
PayPal
Personal Lines Account Manager
Leavitt Group
full-time
Posted on:
Location Type: Hybrid
Location: Flagstaff • Arizona • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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.
Requirements
- Property and Casualty license in Arizona, or willingness to obtain within 90 days.
- Excellent communication skills; verbally and written.
- Detail oriented and able to maintain compliance standards.
- Must be dependable, provide timely response, and complete work activities.
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)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
communication skillsdetail orienteddependabletimely responseclient relationship managementproblem solvingempathycollaborationdocumentationservice delivery
Certifications
Property and Casualty license
