Commercial Lines Account Manager

$75,000 - $100,000/Yr

Leavitt Group - Sonora, CA

Full-time - Mid Level

Sonora, CA

101-250 employees

Insurance Carriers and Related Activities

About the position

The Senior Commercial Lines Account Manager at Leavitt United Insurance Services is responsible for managing a book of business primarily focused on construction accounts. This role involves close collaboration with a producer and service staff to ensure timely submissions, proposals, and client communications. The position can be performed remotely within California, requiring strong account management skills and a valid Property & Casualty License.

Responsibilities

• Prepare applications for submission with underwriting information provided by the producer.
• Maintain daily relationships with the Commercial Lines Account Manager and Commercial Lines Manager regarding deadlines and ongoing projects.
• Collaborate with service staff to meet timelines and deadlines.
• Assist in marketing procedures with the assigned Commercial Lines Account Manager and Account Executive.
• Follow up with markets for quotations and create proposals under the direction of the Account Executive.
• Check for discrepancies between submission, quotation, and proposal.
• Make proposal changes and quotations based on client meetings with the producer.
• Work with the producer to provide binders of insurance and obtain client sign-off.
• Issue certificates and check policies against submissions, quotations, and proposals.
• Invoice and check endorsements against Account Executive requests.

Requirements

• Must have a current Property & Casualty license in the state of California.
• 5+ years of experience in account management.
• Strong computer skills, particularly in Microsoft Office (Excel, Word).
• Excellent oral and written communication skills.
• Experience with carrier rating software.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off (vacation & sick time)
• Vision insurance
• Paid license renewal and continuing education
• Wellness program that allows earning dollars toward HSA account