What are the responsibilities and job description for the Commercial Lines Account Manager position at Leavitt Group Agency Association?
The Leavitt Group’s affiliate, Leavitt Great West Insurance Services, primarily located in communities throughout Montana, is looking to add new talent to their Captive Insurance Team, specific to Commercial Lines. A Commercial Lines Account Manager works closely with the team, consisting of producers, risk management, account executives, and the concierge in providing ongoing support to LGW’s clients from coast to coast. The right candidate needs to have the same attitude that our current team has- “If you can dream it, we can build it!”.
Responsibilities:
· Prepare applications for new business, get involved in the lifeblood of the organization.
· Develop positive relationships with the team and fit wherever needed.
· Know that we have deadlines to each other and to our clients. Meet and exceed them.
· Get creative- where can you market our firm better?
· Follow up and communicate- your job is done when the job is done.
· Create proposals, booklets, etc. to win and win big!
· Issue certificates, work with the team and producers on certificates, auto cards, endorsements, submissions, and invoices to secure our clients well being.
· Check and triple check- perfect results count.
Requirements:
· If in insurance now- Valid P&C license. If new to the business, the ability to test and become a professional.
· Must have strong computer skills, specifically in Microsoft Office i.e. Excel, Word, PowerPoint.
· Must be able to be a communicator and have pride in your work.
· Experience with a computer system to track our activity.
Benefits:
Leavitt Group offers a competitive salary, when we do the right thing, we all win!
· Paid License renewal and continuing education
· Recognition and rewards
· Attractive Benefits package, including 401k
· Vision, Dental, FSA, & Life Insurance
· Paid time off (vacation & sick time)
· A Wellness program that allows you to earn dollars toward your HSA Account
Salary: TBD based upon interview.
** Remote work may be considered within the state of Montana **
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.
Who are we? Please watch https://youtu.be/tmNRjDxzKQk
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