Commercial Lines Assistant -REMOTE

The Leavitt Group's affiliate, Leavitt United Insurance Services is looking to add new talent to their Personal Lines team. This position is available in the following locations: Elk Grove, CA; Lodi, CA; Napa, CA; Santa Rosa, CA; Sonora, CA; Minden, NV; or remotely within California for a candidate with several years of experience. This position will work closely with the commercial lines account manager in providing ongoing support to their commercial accounts.

Responsibilities of assisting as follows

• Prepare the applications for the submission with underwriting information provided by the producer
• Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and ongoing 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 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
• Issue auto ID cards

Job Requirements/Competencies

• License required in California for Property and Casualty
• 1-2 years Agency experience preferred.
• Excellent communication skills; verbally and written.
• Must have strong computer software knowledge with Microsoft Office and preferred experience within AMS360.
• Detail oriented and able to maintain compliance standards.
• Must be dependable, provide timely response, and complete work activities.

Benefits

Leavitt United offers a competitive salary of $60,000, 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 19th largest privately-held insurance agency brokerage in the nation, with over 250 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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