Commercial Lines Account Manager

Leavitt Group • Financial Services • Insurance • 7 months ago
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Salary
≈ $55k – $127k per year (Estimated)
Location
Remote/Hybrid (United States, Panama)
Seniority
Middle · 4+ years exp
Employment
Full-Time
Overview
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Leavitt Group

Leavitt Group is a privately held insurance brokerage based in Cedar City, Utah, made up of affiliated independent agencies offering commercial and personal insurance, employee benefits and risk management. Founded in 1952, the group has grown to more than 200 locations across the United States, with specialist units such as Leavitt Strategic Benefits serving employers in markets like Phoenix, Albuquerque and Overland Park. Openings center on commercial and personal lines account managers, risk advisors and insurance producers, customer service representatives, benefits account executives and self-funded specialists, as well as Medicare and health insurance agents.
leavitt.com • HQ: Cedar City, United States • Risk Management • Financial Services • Insurance • 1001-5000 employees • Est. 1952

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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