Commercial Lines Account Manager
Role Overview
This mid-level Commercial Lines Account Manager role involves daily collaboration with a commercial lines manager and account executive team to support commercial insurance accounts. Responsibilities include preparing submissions, proposals, and certificates, ensuring accuracy in documentation, and assisting with marketing strategies and client service tasks. The hire will play a key role in retaining accounts and maintaining consistency in a fast-paced agency environment.
Perks & Benefits
This is a remote position with a salary range of $60,000 to $80,000 per year, depending on experience, and includes health, dental, and vision insurance, a 401(k) with employer match, and HSA/FSA options. Benefits also cover paid vacation and sick leave, along with opportunities for professional development and growth within the Leavitt Group network. The role implies a collaborative team culture focused on client service, with likely standard business hours in the Eastern time zone given the Bristol, VA location.
Full Job Description
🧾 Commercial Lines Account Manager
📍 Bristol, VA | Full-Time
💼 BTJ Insurance – A Leavitt Group Affiliate
🌐 leavitt.com/btj
BTJ Insurance, a Leavitt Group affiliate located in Bristol, VA, is looking for an experienced Commercial Lines Account Manager to join our team. This role provides essential support to the commercial lines manager and account executive team, playing a key role in servicing and retaining commercial accounts.
🔍 Job Overview
The Commercial Lines Account Manager will assist with preparing submissions, proposals, certificates, and other client-facing documents, while ensuring accuracy and consistency across all stages of the commercial insurance process. This position requires strong attention to detail, excellent communication, and experience working in a fast-paced agency environment.
💼 Key Responsibilities
Prepare applications for submission using underwriting information from the producer
Collaborate daily with the Commercial Lines Manager and Account Managers to meet project deadlines
Support service staff with time-sensitive tasks and workflows
Assist with marketing strategies, including working with selected markets and following up on quotes
Create detailed proposals and professional proposal booklets
Review and reconcile submissions, quotations, and proposals to ensure consistency
Make updates based on client meetings and producer direction
Assist in obtaining binders of insurance and client sign-off
Issue certificates and process invoicing
Review issued policies against submitted documentation and proposal
Verify endorsements align with Account Executive requests
Support producers and teammates with various administrative and service duties
✅ Required Qualifications
Active Property & Casualty license preferred
3–4 years of commercial lines experience preferred
Proficient in AMS360
Strong working knowledge of Microsoft Office, especially Word and Excel
Excellent verbal and written communication skills
Highly organized with strong follow-through and attention to detail
🎁 Compensation & Benefits
$60,000 – $80,000 per year, depending on experience
Health, dental, and vision insurance
401(k) with employer match
Health Savings Account (HSA) & Flexible Spending Account (FSA)
Paid vacation and sick leave
Opportunities for professional development and growth within Leavitt Group
🏢 About BTJ Insurance & Leavitt Group
BTJ Insurance is proud to be part of the Leavitt Group, one of the largest privately-held insurance brokerage in the U.S., with over 275 locations in 27 states. Leavitt Group offers its affiliates national-level resources while preserving local ownership and decision-making. We specialize in both commercial and personal lines, working with top carriers and exclusive markets.
📩 Apply Today
We’re looking for a dedicated insurance professional who thrives in a client-focused environment and enjoys working as part of a collaborative, experienced team. If that sounds like you, we encourage you to apply!
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