Personal Account Manager

Leavitt Group

Personal Account Manager managing personal insurance clients at Pyron Group. Providing policy servicing, renewal management, client support, and ensuring a seamless client experience.

Posted 5/14/2026full-timeRemote • Mississippi • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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 producers 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

What you’ll need

Experience in a personal lines insurance servicing role.
Familiarity with coastal risks and underwriting guidelines.
Active Property & Casualty license.
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

Benefits

Comp & perks

Competitive salary based on experience
Optional new sales commission opportunity
Quarterly bonus opportunities
Medical, Dental, and Vision Insurance
HSA and FSA with employer contributions
401(k) with employer matching
Paid Time Off and Paid Holidays
Company-paid Life and Short-Term Disability Insurance
Optional Long-Term Disability and Supplemental Life Insurance
Opportunities for training, certification, and career advancement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance servicingcoverage verificationrate change reviewquote comparisonpolicy documentationcross-sellingclient billingclaims processingunderwriting guidelinesrisk assessment

Soft Skills

communicationproblem-solvingorganizational skillsattention to detailclient satisfactioncollaborationindependenceempathyresponsivenessprofessionalism

Certifications

Property & Casualty license