Property Manager
Mon compte
Personal Account Manager
Leavitt Group
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Process day-to-day service requests such as endorsements, cancellations, reinstatements, and coverage verifications
- Maintain accurate records in the agency management system (e.g., AMS360), ensuring documentation and activity logs are current and complete
- Issue certificates of insurance, ID cards, evidence of insurance, and other policy documents
- Review upcoming renewals for rate changes, risk changes, and retention strategy
- Communicate with clients proactively to confirm needs and address concerns before renewal
- Coordinate with producer on remarketing strategies and coverage reviews
- Run comparative quotes across multiple carriers when appropriate
- Identify opportunities for bundling, discounts, or improved coverage
- Assist with quoting for cross-sold or newly added policies (e.g., umbrella, valuables, secondary homes)
- Act as the main point of contact for assigned clients, ensuring responsive and friendly service
- Handle incoming calls, emails, and client requests with professionalism and empathy
- Guide clients through billing questions, claims processes, or coverage explanations as needed
- Work effectively within carrier portals, underwriting platforms, and comparative raters
- Maintain knowledge of carrier appetite, underwriting guidelines, and procedures
- Collaborate with team members to balance workload, support cross-branch needs, and uphold team standards
Requirements
- Prior experience in a personal lines insurance servicing role
- Active Property & Casualty license preferred
- Proficiency with agency management systems (AMS360 preferred) and carrier portals preferred
- Strong communication, problem-solving, and organizational skills
- Ability to work independently and as part of a collaborative team
- Attention to detail and a commitment to client satisfaction
