Leavitt Group

Leavitt Group

Personal Lines Sales and Service Representative

Pittsburgh, PA

Sponsorship not specifiedDetected 88 days ago
SalesCustomer SupportCommunicationCollaborationMentoringProperty & Casualty

About the role

  • Personal Lines Sales and Service Agents serve as essential members of our personal lines service and sales team.
  • include quoting and writing new business, cross-selling products, marketing, processing policy changes, answering billing inquiries, accepting payments, verifying insurance, and addressing a wide range of personal lines insurance needs.

Responsibilities

  • Document all customer interactions and maintain accurate, up-to-date records and files.
  • Apply understanding of personal lines products, carrier guidelines, and agency procedures to support customer needs.
  • Prepare and send correspondence as needed and perform additional service-related tasks as assigned.
  • Support the service team, manager, and other colleagues with tasks aligned to the responsibilities above.

Requirements

  • High attention to detail with the ability to adhere to compliance standards.

Nice to have

  • Property & Casualty license preferred, or willingness to obtain within 90 days.

Skills

  • WHY JOIN US?

Benefits

  • Identify coverage gaps during routine interactions and educate customers on risk-mitigation options.

Company info

  • Deliver professional, knowledgeable assistance to customers regarding personal lines service requests.
  • Manage timely follow-up on outstanding items and verify completed transactions with customers.

This listing is sourced directly from Leavitt Group's careers page and normalized into a canonical job model.