Personal Lines Account Manager

About the role

Leavitt Elite Insurance Advisors (LEIA) is seeking a Personal Lines Account Manager who is passionate about serving clients, solving problems, and building long‑term relationships. The role offers the opportunity to make a meaningful impact while developing expertise in a supportive agency environment.

Key Responsibilities

• Deliver exceptional client service as the trusted point of contact for assigned personal lines clients.
• Respond to client questions regarding coverage, billing, policy changes, and service requests.
• Assist clients with policy updates, endorsements, cancellations, reinstatements, and other account activities.
• Support clients during the claims process by providing guidance and follow‑up assistance.
• Prepare and manage policy renewals to ensure a seamless client experience.
• Review policies for accuracy and communicate coverage updates clearly and professionally.
• Identify opportunities to improve coverage and strengthen client retention.
• Help clients make informed decisions about their insurance program.
• Partner with the Personal Lines Sales Team to support new business opportunities.
• Manage new business opportunities from initial contact through policy binding.
• Identify opportunities to deepen client relationships through additional coverage solutions.
• Contribute to agency retention, growth, and service goals.
• Work closely with insurance carriers and underwriters to obtain policy information, endorsements, and coverage solutions.
• Collaborate with teammates to deliver exceptional service and support agency objectives.
• Assist with complex client situations and collaborate on solutions that best serve clients.

Required Qualifications

• Current North Carolina Property & Casualty Insurance License.
• Strong understanding of personal insurance products, policy forms, endorsements, and coverage options.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational abilities.
• Ability to manage multiple priorities in a fast‑paced environment.
• Proficiency with agency management systems and standard business technology.

Preferred Qualifications

• Experience working within an independent insurance agency.
• Familiarity with AMS360 or similar agency management systems.

Benefits

• Competitive compensation.
• Paid license renewal and continuing education.
• Comprehensive benefits package including medical, dental, vision, FSA/HSA, and life insurance.
• 401(k) with company contributions.
• Competitive PTO including vacation, sick time, and company holidays.
• Wellness program and employee support resources.