Personal Lines Account Manager
Leavitt Group · Medford, Oregon, US
Redwoods Leavitt Insurance, a Leavitt Group affiliate, is seeking an energetic, motivated professional with a winning attitude to join our team as a Personal...
Job description
Redwoods Leavitt Insurance, a Leavitt Group affiliate, is seeking an energetic, motivated professional with a winning attitude to join our team as a Personal Lines Account Manager in Medford-Grant Pass, OR or Crescent City, CA . This full-time position offers competitive pay, excellent benefits, and opportunities for professional growth. The Personal Lines Account Manager will serve as a key point of contact for clients, providing exceptional service while managing and growing personal insurance accounts. Job Duties: Build and maintain strong, long-term relationships with clients Provide consistent, accurate, and timely communication via phone, email, and written correspondence Meet with clients as needed to review accounts and address insurance needs Educate clients on coverage options and recommend appropriate solutions Accurately document client activity in the Agency Management System Process incoming emails and client requests promptly Issue certificates of insurance, ID cards, policies, and related documents Quote, sell, and service personal lines insurance policies Prepare applications, submit to carriers, and obtain client signatures Manage policy renewals and maintain accu...