Commercial Lines Account Manager
Role Overview
This is a mid-level Commercial Lines Account Manager role where you'll process insurance policies, manage client relationships, and coordinate with producers on new business and renewals. You'll work in a busy team environment, handling daily correspondence and preparing insurance documents, with a focus on meeting goals and maintaining knowledge of insurance products. The hire will impact client satisfaction and operational efficiency by ensuring accurate policy management and effective communication.
Perks & Benefits
This remote role offers a people-first culture with work-life balance, ongoing training, and career development including paid license renewal. Benefits include a 401k, wellness program, HSA contributions, vision/dental insurance, and paid time off. While time zone expectations aren't specified, remote work likely requires flexibility for client meetings, and the role provides tools and support for success in a collaborative environment.
Full Job Description
The Leavitt Group's affiliate in Twin Falls, 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 processor, 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.
#LI-EM1
#LI-Onsite
Similar jobs
Found 6 similar jobs