Personal Lines Account Manager-Sales

Personal Lines Account Manager

Levitt Group Midwest, a Leavitt Group affiliate, is looking for a Personal Lines Account Manager to join our growing team in Zanesville, OH.

In this role, you'll build lasting client relationships, identify insurance solutions that fit customers' needs, and drive business growth through sales, retention, and exceptional service.

If you're energized by connecting with people, achieving goals, and being rewarded for your performance, we'd love to hear from you.

What You'll Do

As a Personal Lines Account Manager, you'll be responsible for managing and growing a portfolio of personal insurance clients by focusing on three key areas:

Growing Existing Relationships

• Identify opportunities to cross-sell and up-sell insurance products.
• Increase the number of policies and services per household.
• Conduct account reviews to ensure clients have the coverage they need.

Acquiring New Clients

• Generate new business through outbound calling, networking, community events, and creative marketing initiatives.
• Follow up on leads and continuously re-quote prospects to win new business.
• Re-engage former customers and build long-term relationships.

Retain and Support Clients

• Maintain regular contact with clients to strengthen relationships and improve retention.
• Educate customers on insurance products, coverage options, and policy benefits.
• Provide outstanding customer service and personalized insurance solutions.
• Identify basic life insurance needs and connect clients with appropriate resources and solutions.

What You'll Bring

• Ohio Property & Casualty License, or the ability to obtain one within 60 days of hire.
• Strong verbal and written communication skills.
• Proven ability to influence, engage, and build trust with customers.
• Comfortable making outbound calls and proactively pursuing sales opportunities.
• Detail-oriented with the ability to maintain compliance and documentation standards.
• Strong organizational and time-management skills.

What We Offer:

• Competitive base salary
• Monthly and quarterly performance-based bonus opportunities
• Career growth and professional development opportunities
• Health Insurance
• Dental & Vision Insurance
• 401(k) with matching employer contributions
• HSA & FSA
• Competitive PTO and company holidays.
• Wellness Program

As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 28 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.