Commercial Lines Account Manager - job 2 of 4
A Leavitt Group affiliate, Leavitt Heartland Insurance is looking to add new talent to their Commercial Lines team.
A Commercial Lines Account Manager works closely with Account Executives/Producers, the commercial lines manager and commercial lines account managers/service personnel in a flexible team environment to provide ongoing support to the Agency’s commercial accounts.
The right candidate has five or more years of experience working in the insurance industry with commercial clients.
Responsibilities:
Work with assigned Account Executive(s) to provide ongoing service to insureds by handling: Change requests, endorsements, COI, EPI, renewal summaries, digital delivery of booked policies, issuance of auto ID cards and insurance related accounting processes as needed
Assist with renewal summaries and proposal processing under the direction of the Account Executive when assistance is needed
Assist Account Executive/Producer with follow up for re-Markets for quotations
Check for any discrepancy’s b/w submission/quotation/proposal
Work with Account Executive/Producer to provide binders of insurance/Get client sign off
Check policies with submission/quotation/proposal
Cohesively and with flexibility work with other account managers and service personnel when workload adjustments are needed
Develop positive relationships with the team
Know that we have deadlines to each other and to our clients
Follow up and communication between all parties
Requirements:
5+ years of experience with working a small to midsize commercial lines book of business.
Active Property & Casualty license
Must have strong computer software and in using Microsoft Office i.e., Excel, Word, DocuSign
Must have strong oral and written communication skills
Must have experience with carrier rating software
Experience with the AMS360 is highly preferred
Benefits:
Competitive salary DOE
Paid sick and generous vacation plan
Health insurance
Dental and vision insurance
401K with matching employer contributions
Flexible/Hybrid work schedules
Wellness program
Employee assistance program
Qualified candidates are encouraged to apply!
As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
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The Leavitt Group is a privately-held insurance brokerage. The company provides its clients with insurance market access and a wide range of services and resources including employee benefits solutions, property and casualty insurance, risk manage...
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