What are the responsibilities and job description for the Commercial Lines Account Manager position at Leavitt Group?
Stafford Leavitt, an affiliate of Leavitt Group, in Harrisonville, MO is looking for a Commercial Lines Account Manager to join their team.
Who are we? Please watch https://youtu.be/tmNRjDxzKQk
This position will work closely with the commercial lines manager in providing ongoing support to their commercial accounts.
Responsibilities are as follows:
As a national company, the Leavitt Group is the 19 th 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
This position will work closely with the commercial lines manager in providing ongoing support to their commercial accounts.
Responsibilities are 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
- 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
- Must have a current P&C license
- 3-4 years of experience preferred
- AMS360 experience preferred
- Health Insurance
- Dental and Vision Insurance
- 401(k) with matching employer contributions.
- HSA and FSA
- Paid sick and vacation leave
As a national company, the Leavitt Group is the 19 th 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.
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