Commercial Lines Account Manager
Leavitt Group
Commercial Lines Account Manager
Leavitt Group
Insurance brokerage offering commercial, employee benefits
Spotts Insurance Group a Leavitt Group affiliate has been providing insurance protection and peace of mind to our clients since 1993. Their mission is to educate and offer solutions that help clients protect and grow their assets. Spotts Insurance Group takes pride in helping you select a comprehensive insurance package tailored specifically to your business or personal needs.
A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3-4 or more years of experience working in the insurance industry with commercial clients.
Responsibilities:
Prepare the applications for the submission with underwriting information provided by the Producer.
Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks
Work with the service staff to meet timeline (deadlines)
Work with assigned Account Executive on marketing procedures with discussed selected markets
Follow up with Markets for quotations
Create the proposal under the direction of the Account Executive
Create Proposal booklets
Check for any discrepancy’s b/w submission/quotation/proposal
Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive
Work with Producer to provide binders of insurance/Get client sign off
Certificate issuance
Check policies with submission/quotation/proposal
Invoice
Check endorsements against Account Executive requests
Issue auto ID Cards
Requirements:
3-5 years experience with working a small commercial lines book of business.
· Active Property &Casualty license
· Must have strong computer software and in using Microsoft Office i.e. Excel, Word
Must have strong oral and written communication skills
Must have experience with carrier rating software
Experience with the AMS 360 is highly preferred
Benefits
In office / hybrid
Paid License renewal and continuing education
Attractive Benefits package, including 401k
Health Plan, Vision, Dental, FSA, & Life Insurance
Paid time off (vacation & sick time)
Wellness program
As a national agency broker company, Leavitt Group is in over 250 locations across 28 states.
We are always looking for talented individuals who want to further their career and grow with us.
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Insurance brokerage offering commercial, employee benefits
Leavitt Group is a private network of insurance brokerages that helps individuals and businesses manage risk by offering commercial and personal insurance and group employee benefits. Local agency owners assess needs, quote from multiple carriers, and design tailored coverage and benefit programs, combining personalized service with access to national carrier networks. Its nationwide footprint and long track record, along with strong carrier relationships, set it apart from competitors by enabling local, consultative service backed by broad resources. The goal is to deliver effective risk management and employee benefits solutions through trusted local agents and national capabilities to protect people and property and support business growth.
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