Personal Lines Account Manager

Leavitt GroupRapid City, SD
5d

About The Position

Leavitt Heartland Insurance, a Leavitt Group affiliate located in Rapid City, SD, is seeking an experienced and service-focused Personal Lines Account Manager to join our growing team. This position plays a key role in our personal lines service operations, supporting clients with policy servicing, coverage education, and risk mitigation while ensuring a positive customer experience. Job Overview As a Personal Lines Account Manager, you’ll be the first point of contact for inbound personal lines service calls. You'll assist customers with changes to their policies, quoting, payments, verification of insurance, and identifying coverage gaps. You'll also work closely with internal team members to support retention, cross-selling, and service initiatives.

Requirements

  • Property & Casualty license required
  • 3-5 years of agency experience in personal lines strongly preferred
  • Excellent written and verbal communication skills
  • Strong attention to detail and ability to maintain compliance standards
  • Dependable with a consistent and timely work ethic
  • Customer-first attitude with a proactive problem-solving mindset

Nice To Haves

  • Experience with AMS360 is a plus
  • Farm insurance experience is a plus

Responsibilities

  • Respond to incoming service requests promptly and professionally
  • Handle all aspects of personal lines servicing, including changes to vehicles, lienholders, coverage, and billing questions
  • Educate clients on coverage gaps and risk mitigation strategies
  • Provide quotes and cross-sell additional coverages where appropriate
  • Maintain accurate customer records and documentation in AMS360
  • Follow up on open service items and verify transactions with customers
  • Draft and send service-related correspondence
  • Assist team members and managers with service-related support tasks
  • Leverage personal lines product knowledge and carrier guidelines to support client needs

Benefits

  • Medical, Dental & Vision Insurance
  • 401(k) with employer match
  • HSA and FSA options
  • Paid vacation & sick leave
  • Wellness Program
  • Professional development opportunities
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