What are the responsibilities and job description for the Commercial Lines Account Manager position at Leavitt Group Agency Association?
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 discrepancy’s b/w 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 and in using Microsoft Office i.e. 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 K- 75 K ) 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.
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