Leavitt Group - Sonora, CA

posted 9 days ago

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
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