What are the responsibilities and job description for the Commercial Lines Account Manager position at Leavitt Group?
A Leavitt Group affiliate, Leavitt Group of Northern Arizona Inc (Butler-Leavitt Insurance Agency), is looking to add new talent to their Commercial Lines team.
A Commercial Lines Account Manager works closely with Account Executives/Producers, the commercial lines manager and commercial lines account managers/service personnel in a flexible team environment to provide ongoing support to the Agency’s commercial accounts.
The right candidate has five or more years of experience working in the insurance industry with commercial clients.
Responsibilities:
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
A Commercial Lines Account Manager works closely with Account Executives/Producers, the commercial lines manager and commercial lines account managers/service personnel in a flexible team environment to provide ongoing support to the Agency’s commercial accounts.
The right candidate has five or more years of experience working in the insurance industry with commercial clients.
Responsibilities:
- Work with assigned Account Executive(s) to provide ongoing service to insureds by handling: Change requests, endorsements, COI, EPI, renewal summaries, digital delivery of booked policies, issuance of auto ID cards and insurance related accounting processes as needed.
- Assist with renewal summaries and proposal processing under the direction of the Account Executive when assistance is needed
- Assist Account Executive/Producer with follow up for re-Markets for quotations
- Check for any discrepancy’s b/w submission/quotation/proposal
- Work with Account Executive/Producer to provide binders of insurance/Get client sign off
- Check policies with submission/quotation/proposal
- Cohesively and with flexibility work with other account managers and service personnel when workload adjustments are needed
- Develop positive relationships with the team
- Know that we have deadlines to each other and to our clients
- Follow up and communication between all parties, Insured,
- 5 years experience with working a small to midsize commercial lines book of business.
- Active Property & Casualty license
- Must have strong computer software and in using Microsoft Office i.e. Excel, Word, DocuSign
- Must have strong oral and written communication skills
- Must have experience with carrier rating software
- Experience with the AMS360 is highly preferred
- Would prefer in-house. However, remote/Hybrid within the regional area of Flagstaff, Verde Valley and or Prescott Tri-City area may be possible for the right person
- Compensation $58,000 or higher DOE and qualifications, Annually
- 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, 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
Salary : $58,000
