Leavitt Group ยท 1 week ago
Assistant Commercial Lines Account Manager
Santa Maria, CA
Full-time
Onsite
Entry Level
$20/hr - $25/hr
1+ years expLeavitt Group is a national company and one of the largest privately-held insurance agency brokerages in the nation. They are seeking a motivated and detail-oriented Assistant Commercial Lines Account Manager to support Account Managers with daily client service needs in the insurance industry.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Support and assist Account Managers with servicing tasks
Manage incoming service requests from clients and promptly address their inquiries or concerns
Assist in creating professional and accurate insurance proposals for presentation to our clients
Review endorsements to verify accuracy and compliance with clients' insurance requirements
Prepare and issue certificates of insurance as required by clients
Maintain excellent communication with clients and team members in a professional and timely manner
Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently
Collaborate effectively within a team to deliver efficient, high-quality service to a diverse client base
Qualification
Required
Must hold a current California Property & Casualty Insurance License
1+ years previous experience in Commercial Lines insurance. (entry-level candidates with strong knowledge of Commercial Lines may be considered)
Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members
Possesses strong time management skills with the ability to prioritize tasks, respond promptly, and maintain high-quality work with timely follow-through
Preferred
Preferred Agency Management System Experience: AMS360
Bilingual skills are a plus but not required
Benefits
Paid license renewal and continuing education
Mentorship and training provided
Health Insurance
Dental & Vision Insurance
401(k) with matching employer contributions
HSA & FSA
Competitive PTO and company holidays.
Wellness Program
Company
Leavitt Group
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.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Leavitt
Executive Chairman & CEO
Joe Callister
Chief Operating Officer
Company data provided by crunchbase