Commercial Lines Account Manager

This listing is synced directly from the company ATS.

Role Overview

The Commercial Lines Account Manager at Leavitt Group is responsible for processing insurance policies and managing client relationships. This mid-level role requires strong organizational and computer skills, as well as the ability to work independently in a customer service environment. The hire will impact client satisfaction by ensuring smooth communication and efficient handling of insurance documents.

Perks & Benefits

Leavitt Group offers a people-first culture that emphasizes work-life balance and ongoing training for career development. Employees benefit from a robust package that includes a 401k plan, wellness programs, and vacation time. The remote setup allows for flexibility, and the company is committed to providing the tools and support necessary for success.

Full Job Description

The Leavitt Group's affiliate in Burley, ID, Starley-Leavitt Insurance is looking for a full-time Commercial Lines Account Manager to join their busy team.

Becoming a member of Starley-Leavitt introduces you to a career with virtually unlimited possibilities. Our unique culture rewards self-starters and hard workers who adhere to our commitment to do what is best for our clients. With our agency, you will get the training, marketing and tools you need to succeed. As a commercial lines account manager, you will work with our team to process insurance policies and will need strong computer skills, with prior customer service skills.

What You'll Do

  •  Develop and maintain good working relationships with clients, companies, and brokers.

  •  Work with Producer to coordinate new business, renewal strategy, and company selection.  

  •  Prepare Insurance proposals, summaries, and related documents.

  •  Order and issue binders, policies, endorsements, certificates, invoices and other related items and forward to client with appropriate correspondence.

  •  Accompany Producer as needed to client meetings.

  •  Manage daily inbound/outbound correspondence:  mail, email, faxes, phone calls, and voicemails.

  •  Maintain current knowledge of insurance coverages and exposures, as well as the insurance products and markets available to cover exposures.

  •  Complete projects as required by supervisor.

  •  Energetically focus efforts on meeting goals and objectives.

What You Bring to the Table

  • Active Property & Casualty license, or willing to get licensed in 90 days

  • Experience in Commercial Lines preferred

  • Detail oriented with strong organizational skills

  • Experience with computer software

  • Familiarity with AMS360 is preferred

  • Must have ability to work independently in a multi-tasking customer service setting.

  • Must have excellent verbal and written communication skills, including the ability to proofread the work of self or others with a high degree of accuracy

  • Prefer at least a high school education or equivalent continuing education

Why Leavitt Group?

Starley-Leavitt Insurance offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

You’ll enjoy:

  • A people-first culture that values work-life balance

  • Ongoing training and career development opportunities including paid license renewal and continuing education

  • The tools and support you need to succeed

  • The chance to work with reputable carriers and a diverse book of business

  • Recognition and rewards

  • Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account

  • Vision, Dental, HSA/FSA, & Life Insurance

  • Paid time off (vacation & sick time)

Qualified candidates are encouraged to apply!

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.

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