Dott-Leavitt Insurance Services
Insurance
PersonalLinesServiceRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Personal Lines Service Representative at Dott-Leavitt Insurance Services. Skills: Customer service, Insurance, Policy servicing. Provide responsive service to clients. Assist clients with policy servicing”
Industry & Context.
Solving problems
What They're Looking For.
Must Have
Property & Casualty license within 90 days, Customer service skills, Communication skills, Relationship-building skills, Prioritize tasks, Manage multiple service requests, High attention to detail, Commitment to accuracy, Commitment to compliance, Team-oriented mindset
Nice to Have
Property & Casualty license, Insurance experience, Administrative background, Customer service background
What You'll Do.
Provide responsive service to clients
Assist clients with policy servicing
Process policy changes
Answer billing questions
Educate clients on coverage options
Maintain documentation of client interactions
Follow up on outstanding service items
Utilize agency systems
Utilize carrier technology
Apply knowledge of personal lines products
Apply knowledge of carrier guidelines
Apply knowledge of agency procedures
Prepare correspondence
Send policy documentation
Collaborate with team members
Collaborate with agency leadership
Provide service support on commercial policies
How You'll Work.
Team & Collaboration
Collaborate with team members; Collaborate with agency leadership
Full Job Description
WHY JOIN US? At Dott-Leavitt Insurance Services, a Leavitt Group affiliate, we believe careers should be more than just jobs—they should be opportunities to grow, thrive, and make a meaningful impact. As part of Leavitt Group, one of the largest privately held insurance brokerages in the nation, you’ll join a team that values collaboration, professionalism, and exceptional client service. Here, you’ll find the training, mentorship, and support you need to build a rewarding career in insurance. ABOUT THE ROLE Personal Lines Service Agents are essential members of our client service team, helping customers navigate their insurance needs with confidence and care. In this role, you will serve as a primary point of contact for personal lines clients, handling inbound service requests and providing timely, knowledgeable support. Responsibilities include processing policy changes, answering billing questions, issuing certificates and ID cards, verifying coverage, assisting with renewals, and helping clients better understand their insurance coverage. This position is ideal for someone who enjoys building relationships, solving problems, and delivering outstanding customer service in a fast-paced environment. The location for this position is in the South Hills area of Pittsburgh. WHAT YOU’LL DO - Provide professional, responsive service to personal lines customers through phone, email, and other communication channels. - Assist clients with policy servicing needs including endorsements, renewals, billing inquiries, payments, ID cards, and coverage verification. - Review customer accounts to ensure policies remain accurate and up to date. - Help identify coverage gaps and educate clients on available coverage options that support their needs. - Maintain accurate documentation of all client interactions and policy activity. - Follow up on outstanding service items to ensure timely resolution and excellent customer experience. - Utilize agency systems and carrier technology t
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