What are the responsibilities and job description for the Commercial Lines Account Manager position at Leavitt Group?
Wasatch-Leavitt in Park City, UT is looking for an experienced Commercial Lines Account Manager for their busy office. This position works closely with producers and the commercial lines manager in providing ongoing support to their commercial accounts. The right candidate has 8 or more years of experience working in the insurance industry with small to middle market 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:
- 8 years experience with working a middle market 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
Wasatch -Leavitt offers a competitive salary depending on experience ( 65K-90 K) and benefits.
- Paid License renewal and continuing education
- Attractive Benefits package, including a health plan and 401k with company matching.
- 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.
Qualified candidates are encouraged to apply!
Job Type: Full-time
Pay: $65,000.00 - $90,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
License/Certification:
- Property & Casualty License (Required)
Ability to Commute:
- Park City, UT (Required)
Work Location: In person
Salary : $65,000 - $90,000
