Commercial Lines Account Manager jobs in United States
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Leavitt Group · 2 days ago

Commercial Lines Account Manager

positionCoos Bay, OR
timeFull-time
remoteOnsite
seniorityMid Level
money$20/hr - $24/hr
date3+ years exp

Nasburg Huggins Insurance, a Leavitt Group affiliate, is seeking a detail-oriented and service-driven Commercial Lines Account Manager to join their team. The role involves supporting a diverse book of commercial clients by handling submissions, proposals, servicing, and renewals in a collaborative environment.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
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Growth Opportunities

Responsibilities

Prepare the applications for the submission with underwriting information provided by the producer
Daily ongoing relationship with Commercial Lines Account Manager and Commercial Lines Manager regarding specific deadlines and ongoing projects/tasks
Work with the service staff to meet timeline (deadlines)
Work with assigned Commercial Lines Account Manager and 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
Check for any discrepancy’s in submissions, proposals or other presentations
Make any proposal changes and quotations from client meeting with the Account Executive
Work with Account Executive to provide final documentation on for a customer
Obtain information and produce Certificate issuance for customers
Check policies with Submission/quotation/proposal
Invoice and follow up on billing
Check endorsements against Account Executive requests

Qualification

Active P&C licenseCommercial lines experienceMicrosoft OfficeAMS360Communication skillsAttention to detailOrganizational skills

Required

Active P&C license required
Strong written and verbal communication skills
Highly organized with strong attention to detail and deadlines

Preferred

3–4 years of commercial lines experience preferred
Proficiency in Microsoft Office, especially Excel and Word
Experience with AMS360 and carrier rating software preferred

Benefits

401(k) with matching employer contributions
Health Savings Account (HSA)
Dental and Vision
Paid Vacation and Sick time
20 Paid Volunteer hours
Professional Development opportunities

Company

Leavitt Group

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Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide.
dateFounded in 1952
location
San Jose, California, USA
people-size1001-5000 employees
web-link
https://www.leavitt.com/leavittpacific/

Funding

Current Stage
Late Stage

Leadership Team

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Eric Leavitt
Executive Chairman & CEO
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Joe Callister
Chief Operating Officer
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Company data provided by crunchbase