Job Details
Personal Lines Account Manager- Sales
2025-10-21 Leavitt Group Canal Winchester,OH
Description:
Account Managers will identify customers insurance needs; determine and present solutions; educate and advise customers on product features and benefits. They will grow their client base by generating leads through proactive calling and working events. Account Managers are expected to continuously re-quote leads and attempt to win-back former customers. They will conduct account reviews, identify basic life needs and be able to provide solutions for those needs through themselves or the agency financial advisors.
The Account Managers will utilize agency business processes and activities to grow their book, track and document their contacts and activities. They will effectively use technology and agency systems to perform transactions, support customers, and ensure transactions are completed in a timely manner.
Job Requirement / Competencies
Must be present at office location during normal hours of operation. Willing and able to meet with customers outside normal business hours and at alternate locations when necessary. Attire is business casual.
Benefits
Leavitt Group Midwest offers a competitive salary ($35,000 to $45,000 DOE) with opportunity to earn monthly and quarterly bonuses based on performance. This position is an exempt status.
Qualified candidates are encouraged to apply!
As a national company, the Leavitt Group is one of the largest privately held insurance agency brokerage in the nation, with over 250 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
Who are we? Please watch
#LI-DNI
The Leavitt Group's affiliate, Leavitt Group Midwest in Canal Winchester, OH is looking to add new talent to their Personal Lines team.
Personal Lines Account Manager
Becoming a Team member of Leavitt Group Midwest introduces you to a career with virtually unlimited possibilities. Our unique corporate culture rewards self-starters and hard workers who adhere to our commitment to do what is best for our clients. With Leavitt Group Midwest you will get the training, the mentoring, and the tools you need to succeed.
Job Description
Account managers are responsible for profitably growing a designated book of personal lines business. They are expected to grow premium through three primary methods:
- Grow: Increase average number of relationships per household by up-selling and cross-selling personal lines products.
- Acquire: Obtain new customers through proactive acquisition methods, including, but not limited to, outbound calls, lead generating events and guerilla marketing tactics.
- Retain: Preserve current customer relationships through ongoing contact.
Account Managers will identify customers insurance needs; determine and present solutions; educate and advise customers on product features and benefits. They will grow their client base by generating leads through proactive calling and working events. Account Managers are expected to continuously re-quote leads and attempt to win-back former customers. They will conduct account reviews, identify basic life needs and be able to provide solutions for those needs through themselves or the agency financial advisors.
The Account Managers will utilize agency business processes and activities to grow their book, track and document their contacts and activities. They will effectively use technology and agency systems to perform transactions, support customers, and ensure transactions are completed in a timely manner.
Job Requirement / Competencies
- Licensed in Ohio for Property and Casualty or will obtain within 60 days.
- Excellent communication skills; verbally and written.
- Ability to influence other face to face and through outbound call campaigns.
- Detail oriented and able to maintain compliance standards.
Must be present at office location during normal hours of operation. Willing and able to meet with customers outside normal business hours and at alternate locations when necessary. Attire is business casual.
Benefits
Leavitt Group Midwest offers a competitive salary ($35,000 to $45,000 DOE) with opportunity to earn monthly and quarterly bonuses based on performance. This position is an exempt status.
- Paid License renewal and continuing education
- Recognition and rewards
- Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
- Vision, Dental, HSA/FSA, & Life Insurance
- Paid time off (vacation & sick time)
Qualified candidates are encouraged to apply!
As a national company, the Leavitt Group is one of the largest privately held insurance agency brokerage in the nation, with over 250 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
Who are we? Please watch
#LI-DNI