Levitt Group Midwest
Insurance
PersonalLinesAccountManager-Sales
Neural analysis suggests this role is
optimal for Mid candidates.
“Personal Lines Account Manager-Sales at Levitt Group Midwest. Skills: Sales, Client Relationship Management, Insurance, Cross-selling, Retention. Manage and grow a portfolio of personal insurance clients by focusing on growing existing relationships, acquiring new clients, and retaining/supporting clients. This includes identifying opportunities to cross-sell and up-sell, increasing policies per household, conducting account reviews, generating new business through outbound calling and networkin”
What You'll Achieve.
Drive business growth through sales, retention, and exceptional service. Increase the number of policies and services per household. Win new business. Improve retention.
Industry & Context.
identify insurance solutions; generate new business; account reviews
What They're Looking For.
Must Have
Ability to obtain Ohio Property & Casualty License within 60 days of hire. Detail-oriented with organizational and time-management skills. Comfortable making outbound calls and proactively pursuing sales opportunities.
What You'll Do.
Manage and grow a portfolio of personal insurance clients by focusing on growing existing relationships
acquiring new clients
and retaining/supporting clients. This includes identifying opportunities to cross-sell and up-sell
increasing policies per household
conducting account reviews
generating new business through outbound calling and networking
following up on leads
re-engaging former customers
maintaining regular client contact
educating customers on products
and identifying basic life insurance needs.
How You'll Work.
Communication Scope
verbal communication; written communication; outbound calling
Full Job Description
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: - Com
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