Personal Lines Assistant

About Us

Leavitt United is proud to be part of the Leavitt Group—one of the nation’s largest privately-owned insurance brokerages. With a strong local presence and decades of experience, we’re dedicated to serving our communities while empowering our team members to grow, thrive, and succeed.

We are expanding our Personal Lines Department and are looking for an Assistant Account Manager to join our team. This is more than just a job—it’s a career opportunity where you’ll learn, grow, and make a real impact on our clients and our agency.

This position may be performed from any of our office locations in Elk Grove, Santa Rosa, Sonora, St. Helena, Lodi, Walnut Creek, or Visalia. For qualified candidates, we also offer the flexibility of hybrid or remote work arrangements.

What You’ll Do

As an Assistant Account Manager, you’ll play an essential role in supporting our clients and Account Managers. Your daily responsibilities will include:

• Providing exceptional customer service—answering questions, posting payments, assisting with claims, and processing policy changes.

• Supporting Account Managers with special projects and helping build long-lasting client relationships.

• Learning the ins and outs of personal lines insurance products, and becoming confident in explaining coverages and issuing key documents like auto IDs and certificates.

• Growing into your role with mentorship from experienced Account Managers, Sales Executives, and Producers.

Over time, as you earn your Property & Casualty License (with our support), you’ll expand your responsibilities to include:

• Advising clients on coverage options and policy changes.

• Helping retain renewals and identifying opportunities for improved programs.

• Developing existing accounts and assisting with new business opportunities by preparing timely and accurate quotes.

What We’re Looking For

You don’t need to have years of insurance experience to succeed here. We’re looking for someone who is:

• Customer-focused with strong communication skills (written and verbal).

• Detail-oriented with excellent follow-through.

• Proficient in Windows, Outlook, Word, and Excel (strong typing and computer skills are a must).

• Organized and able to self-manage in a digital workflow environment.

• Outgoing, confident, and excited to learn.

Preferred but not required: prior office support experience and/or exposure to insurance.
Required: High School Diploma or GED.

Note: You will need to obtain your P&C license within 90–180 days of employment (if you don’t already have one).

Why Join Leavitt United?

Leavitt United Insurance Services offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

You’ll enjoy:

• A people-first culture that values your growth and work–life balance—with hybrid and remote options available, for qualified candidates

• Ongoing training and career development opportunities including paid license renewal and continuing education

• The tools and support you need to succeed

• The chance to work with reputable carriers and a diverse book of business

• Recognition and rewards

• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account

• Vision, Dental, HSA/FSA, & Life Insurance

• Paid time off (vacation & sick time)

Ready to Grow With Us?

If you’re ready to launch or elevate your career in the insurance industry with a company that values people, community, and growth—we’d love to hear from you!

Apply today and take the first step toward building your future with Leavitt United.

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.

#LI-EM1

#LI-Onsite

#LI-Hybrid

#LI-Remote