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Commercial Lines Account Manager
Commercial Lines Account ManagerLeavitt Group • Flagstaff, AZ, US
Commercial Lines Account Manager

Commercial Lines Account Manager

Leavitt Group • Flagstaff, AZ, US
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A Leavitt Group affiliate, Leavitt Group of Northern Arizona Inc , 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 :

  • 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 discrepancies between submission, quotation, and proposal.
  • Work with Account Executive / Producer to provide binders of insurance and get client sign-off.
  • Check policies against submission, quotation, and proposal.
  • Collaborate flexibly with other account managers and service personnel when workload adjustments are needed.
  • Develop positive relationships with the team.
  • Adhere to deadlines for colleagues and clients.
  • Follow up and communicate effectively between all parties, including insureds.

Requirements :

  • 5+ years of experience managing a small to midsize commercial lines book of business.
  • Active Property & Casualty license.
  • Proficiency with computer software, especially Microsoft Office (Excel, Word), and tools like DocuSign.
  • Strong oral and written communication skills.
  • Experience with carrier rating software.
  • Experience with AMS360 is highly preferred.
  • Benefits :

  • Remote or hybrid work options within the Flagstaff, Verde Valley, and Prescott Tri-City areas may be available for the right candidate.
  • Compensation starting at $58,000 or higher, DOE and qualifications, annually.
  • Paid license renewal and continuing education.
  • Attractive benefits package, including 401(k).
  • Health, vision, dental, FSA, and life insurance.
  • Paid time off (vacation and sick leave).
  • Wellness program.
  • Qualified candidates are encouraged to apply!

    The Leavitt Group is one of the largest privately-held insurance brokerages in the nation, with over 275 locations across 27 states. We broker commercial and personal lines insurance, managing risks for individuals and businesses. We are appointed with top insurance markets and enjoy exclusive representation with multiple insurance companies. We are always looking for talented individuals eager to grow with us.

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    Commercial Lines Account Manager • Flagstaff, AZ, US

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