Personal & Commercial Account Manager
At a glance
Mid-level Account Management role at Leavitt Group. Valencia · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Handle personal policies covering auto, home, umbrella, and recreational vehicles
- Serve commercial accounts through renewals, endorsements, certificates, policy changes, and coverage reviews
- Help producers prepare quotes, submissions, and new-business setup
- Strengthen relationships with clients and carrier partners while spotting useful additional coverage
- Join renewal preparation and discussions about account strategy
What you bring
- Hold an active Property and Casualty license, or be able to secure one within 90 days
- Communicate clearly and deliver strong customer service while managing competing priorities
- Bring an organized, detail-focused approach to insurance account work
- Agency experience is preferred, especially with personal or commercial lines or agency management systems
Who this fits
You'll suit a service-oriented insurance professional who wants to support both personal and commercial clients and grow toward a commercial account management path. This is a full-time, on-site role in Valencia, United States. The position calls for someone who can manage multiple priorities and build lasting client and carrier relationships.
From the employer
Build your insurance career with a team that invests in your growth.
Keystone Insurance, a Leavitt Group affiliate, is looking for a service-minded insurance professional to join our agency as a Personal & Commercial Lines Account Manager. This role offers a unique opportunity to support both personal and commercial clients while developing the expertise needed to transition into a dedicated Commercial Lines Account Manager position.
If you enjoy building relationships, helping clients protect what matters most, and growing your insurance knowledge, we'd love to meet you.
What You'll Do
Manage and service Personal Lines accounts, including auto, home, umbrella, and recreational vehicle policies
Assist commercial clients with policy service, renewals, endorsements, certificates, and coverage reviews
Support producers with quoting, submissions, and new business implementation
Build strong relationships with clients and carrier partners
Identify opportunities to better protect clients through additional coverages and solutions
Participate in renewal planning and account strategy discussions
What We're Looking For
Active Property & Casualty License (or ability to obtain within 90 days)
Strong communication and customer service skills
Organized, detail-oriented, and able to manage multiple priorities
Insurance agency experience preferred
Experience with Personal Lines, Commercial Lines, or agency management systems is preferred
Why Join Us?
If you're looking for a long-term career in insurance with opportunities to learn, grow, and build lasting client relationships, we'd love to hear from you. Keystone Insurance offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.
A people-first culture that values your growth and work–life balance
Clear career path into Commercial Lines Account Management
Ongoing training, mentorship, and professional development
The tools and support you need to succeed
The opportunity to work with reputable carriers and a diverse client base
Recognition and rewards for your contributions
Attractive benefits package, including 401(k) and wellness program with HSA incentives
Health, Vision, Dental, HSA/FSA, and Life Insurance
Paid time off (vacation and sick time)
Ready to Make Your Next Move?
Apply today and help us continue delivering exceptional service and support to our clients.
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 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.
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