Personal Lines Account Manager

Leavitt Group

full-time

Posted on: 3/26/2026

Location Type: Hybrid

Location: Elk Grove • California • United States

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💰 $55,000 - $70,000 per year

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.

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.

Benefits

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)
Ongoing training and career development opportunities including paid license renewal and continuing education
The tools and support you need to succeed

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

professionalismempathycommunicationdetail orienteddependabletimely responserelationship buildingclient satisfactionproblem solvingcollaboration

Certifications

Licensed in California for Property and Casualty