Commercial Lines Account Manager

Leavitt United Insurance Services, a Leavitt Group affiliate, in California is looking for a Commercial Lines Account Manager to join their team. This position requires an experienced account manager and will work closely with one producer and service a book of business mainly consisting of construction accounts. This position may be in performed in Elk Grove, Lodi, Santa Rosa, Sonora or remotely, within the state of California.

Responsibilities are assisting as follows:

• Prepare the applications for the submission with underwriting information provided by the producer
• Daily ongoing relationship with Commercial Lines Account Manager and Commercial Lines Manager regarding specific deadlines and ongoing projects/tasks
• Work with the service staff to meet timeline (deadlines)
• Work with assigned Commercial Lines Account Manager and 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 discrepancy’s b/w submission/quotation/proposal
• Make any proposal changes and quotations from client meeting with the producer directed by the
• 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

Qualifications:

• Must have current P&C license in the state of California
• 5 years of experience
• Must have strong computer software and in using Microsoft Office i.e. Excel, Word
• Must have strong oral and written communication skills
• Must have experience with carrier rating software

Remote Qualifications:

• Distraction free environment
• Internet connection
• Must work Pacific Time

Benefits

Leavitt United offers a competitive salary between $65,000 and $75,000, depending upon experience, plus:

• Paid License renewal and continuing education
• Recognition and rewards
• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
• Vision, Dental, HSA/FSA, & Life Insurance
• Paid time off (vacation & sick time)

Qualified candidates are encouraged to apply!

As a national company, the Leavitt Group is the 19^th largest privately held insurance agency brokerage in the nation, with over 185 locations across 26 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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