Leavitt Group
Are you detail-oriented, service-driven, and passionate about helping people feel secure? As a Personal Account Manager at Pyron Group's West Point, MS office location, Lyon Insurance, youll be the trusted go-to for individuals and families who rely on us to protect what matters most.
This role supports the ongoing service, renewal, and relationship management for a book of personal insurance clientsensuring they receive timely, accurate, and empathetic support throughout the life of their policies. Youll work alongside veteran risk advisors and team leaders to deliver a seamless and positive client experience.
Lyon Insurance and Pyron Groups purpose is to lighten the load and lift the spirit. We show up for our clients with clarity, care, and consistencyand every one of our account managers are key to making that promise real.
Compensation
& Benefits
We make a significant investment into every team member by offering: Competitive salary based on experience
Optional new sales commission opportunity
Quarterly bonus opportunities
Medical, Dental, and Vision Insurance
HSA and FSA with employer contributions
401(k) with employer matching
Paid Time Off and Paid Holidays
Company-paid Life and Short-Term Disability Insurance
Optional Long-Term Disability and Supplemental Life Insurance
Opportunities for training, certification, and career advancement
Key Responsibilities
Policy Servicing & Maintenance
Process day-to-day service requests such as endorsements, cancellations, reinstatements, and coverage verifications.
Maintain accurate records in the agency management system (e.g., AMS360), ensuring documentation and activity logs are current and complete.
Issue certificates of insurance, ID cards, evidence of insurance, and other policy documents.
Renewal Management
Review upcoming renewals for rate changes, risk changes, and retention strategy.
Communicate with clients proactively to confirm needs and address concerns before renewal.
Coordinate with producer on remarketing strategies and coverage reviews.
Quoting & Remarketing
Run comparative quotes across multiple carriers when appropriate.
Identify opportunities for bundling, discounts, or improved coverage.
Assist with quoting for cross-sold or newly added policies (e.g., umbrella, valuables, secondary homes).
Client Support & Communication
Act as the main point of contact for assigned clients, ensuring responsive and friendly service.
Handle incoming calls, emails, and client requests with professionalism and empathy.
Guide clients through billing questions, claims processes, or coverage explanations as needed.
Carrier & Internal Coordination
Work effectively within carrier portals, underwriting platforms, and comparative raters.
Maintain knowledge of carrier appetite, underwriting guidelines, and procedures.
Collaborate with team members to balance workload, support cross-branch needs, and uphold team standards.
Success Metrics
Client retention rate
Renewal processing accuracy and timeliness
Response time to client communications
Positive feedback from clients and producers
Service workload efficiency and documentation quality
Contribution to team goals and culture
Qualifications
Experience in a personal lines insurance servicing role
Active Property & Casualty license preferred
Proficiency with agency management systems (AMS360 preferred) and carrier portals preferred
Strong communication, problem-solving, and organizational skills
Ability to work independently and as part of a collaborative team
Attention to detail and a commitment to client satisfaction
About Lyon Insurance & Pyron Group
Lyon Insurance is a part of Pyron Group. We're more than an insurance agencywere a people-first organization committed to fostering ease, clarity, and connection in everything we do. We help our clients navigate life with confidence, and we support our teammates in building meaningful, sustainable careers. Our culture is rooted in empathy, simplicity, and joyful serviceand we show up consistently for each other and our community. #J-18808-Ljbffr
& Benefits
We make a significant investment into every team member by offering: Competitive salary based on experience
Optional new sales commission opportunity
Quarterly bonus opportunities
Medical, Dental, and Vision Insurance
HSA and FSA with employer contributions
401(k) with employer matching
Paid Time Off and Paid Holidays
Company-paid Life and Short-Term Disability Insurance
Optional Long-Term Disability and Supplemental Life Insurance
Opportunities for training, certification, and career advancement
Key Responsibilities
Policy Servicing & Maintenance
Process day-to-day service requests such as endorsements, cancellations, reinstatements, and coverage verifications.
Maintain accurate records in the agency management system (e.g., AMS360), ensuring documentation and activity logs are current and complete.
Issue certificates of insurance, ID cards, evidence of insurance, and other policy documents.
Renewal Management
Review upcoming renewals for rate changes, risk changes, and retention strategy.
Communicate with clients proactively to confirm needs and address concerns before renewal.
Coordinate with producer on remarketing strategies and coverage reviews.
Quoting & Remarketing
Run comparative quotes across multiple carriers when appropriate.
Identify opportunities for bundling, discounts, or improved coverage.
Assist with quoting for cross-sold or newly added policies (e.g., umbrella, valuables, secondary homes).
Client Support & Communication
Act as the main point of contact for assigned clients, ensuring responsive and friendly service.
Handle incoming calls, emails, and client requests with professionalism and empathy.
Guide clients through billing questions, claims processes, or coverage explanations as needed.
Carrier & Internal Coordination
Work effectively within carrier portals, underwriting platforms, and comparative raters.
Maintain knowledge of carrier appetite, underwriting guidelines, and procedures.
Collaborate with team members to balance workload, support cross-branch needs, and uphold team standards.
Success Metrics
Client retention rate
Renewal processing accuracy and timeliness
Response time to client communications
Positive feedback from clients and producers
Service workload efficiency and documentation quality
Contribution to team goals and culture
Qualifications
Experience in a personal lines insurance servicing role
Active Property & Casualty license preferred
Proficiency with agency management systems (AMS360 preferred) and carrier portals preferred
Strong communication, problem-solving, and organizational skills
Ability to work independently and as part of a collaborative team
Attention to detail and a commitment to client satisfaction
About Lyon Insurance & Pyron Group
Lyon Insurance is a part of Pyron Group. We're more than an insurance agencywere a people-first organization committed to fostering ease, clarity, and connection in everything we do. We help our clients navigate life with confidence, and we support our teammates in building meaningful, sustainable careers. Our culture is rooted in empathy, simplicity, and joyful serviceand we show up consistently for each other and our community. #J-18808-Ljbffr