A Leavitt Group affiliate, Leavitt Coastal Valley in Santa Barbara County, is looking to add new talent to their Commercial Lines team.

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 discrepancies between 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:

• 3-6 years experience with working a small commercial lines book of business.
• Active Property & Casualty license.
• Must have strong computer software skills and experience using Microsoft Office (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:

• Remote / Hybrid within the regional area.
• Compensation between $50,000 - $85,000 DOE.
• 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.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Industries

Insurance