Leavitt Group

Insurance brokerage offering commercial, employee benefits

Commercial Lines Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-time$45k - $65k

About the Job

Requirements

At least 3 years of experience working with a small commercial lines book of business.
An active Property and Casualty license.
Strong computer skills, including proficiency with Microsoft Excel and Word.
Strong oral and written communication skills.
Experience with carrier rating software.

Responsibilities

Prepare applications for submission using underwriting information provided by the Producer.
Maintain daily communication with the Commercial Lines Manager about specific deadlines and ongoing projects or tasks.
Work with service staff to meet timelines and deadlines.
Work with the assigned Account Executive on marketing procedures for selected markets.
Follow up with markets for quotations.
Create proposals under the direction of the Account Executive.
Create proposal booklets.
Check for discrepancies between submissions, quotations, and proposals.
Make proposal changes and update quotations based on client meetings, as directed by the Account Executive.
Work with the Producer to provide insurance binders and obtain client sign-off.
Issue certificates.
Check policies against submissions, quotations, and proposals.
Prepare invoices.
Check endorsements against Account Executive requests.
Issue auto identification cards.

Desired Qualifications

Experience with AMS 360 is highly preferred.

Farm Creek Insurance is looking to add new talent to their commercial lines team. This position can reside in either Nottingham or Cambridge , MD and is hybrid.

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 3-6 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 + 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

Hybrid in the Nottingham or Cambridge MD area
Compensation 45k-65 K +
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 company, Leavitt Group is in over 250 locations across 27 states. We are always looking for talented individuals who want to further their career and grow with us.

#LI-DM1

About the Company

Leavitt Group

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.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Cedar City, UT
Founded: 1952

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