Personal Lines Service Team Lead

Job Description

This role plays a key role in supporting the success of our centralized Personal Lines service team. This individual will help guide day-to-day service operations, mentor team members, and contribute to a culture of collaboration and continuous improvement.

What You’ll Do

• Support & Develop the Team
• Provide ongoing guidance, coaching, and support to Personal Lines service team members
• Aid with onboarding and training, helping new team members build confidence and skills
• Encourage a positive, collaborative team environment aligned with Leavitt Group values
• Act as a resource for questions, problem-solving, and service escalations
• Deliver an Exceptional Client Experience
• Help ensure consistent, high-quality service across all client interactions
• Support retention efforts by reinforcing strong client relationships and service excellence
• Aid in resolving complex service issues in a timely and professional manner
• Drive Account Growth Through Service
• Identify opportunities to better serve clients through coverage reviews, cross-selling, and upselling
• Coach team members to recognize client needs and recommend appropriate solutions
• Support a service-driven approach to account rounding and retention
• Support Operations & Team Performance
• Help coordinate daily workflows and ensure service standards are met
• Partner with leadership to improve processes and enhance team efficiency
• Monitor team performance and contribute to achieving service and retention goals

What You Bring

• Active Property & Casualty license
• 3–5 years of Personal Lines insurance experience
• Strong understanding of Personal Lines coverages and service processes
• A collaborative mindset with a passion for helping others succeed
• Effective communication and relationship-building skills
• Strong organization and attention to detail
• Interest in growing into a leadership role within service and operations

Benefits

• Recognition and rewards
• Attractive Benefits package, including 401k and wellness program that allows you to earn dollars toward your HSA account
• Vision, Dental, HSA/FSA, & Life Insurance
• Paid time off (vacation & sick time)
• Bonuses, based on performance

Qualifications

MUST have a Property & Casualty license.