Leavitt Group · 2 weeks ago
Commercial Lines Account Manager
Tremonton, UT
Full-time
Onsite
Entry, Mid Level
2+ years expLeavitt Group is a leading provider of property and casualty insurance and risk management services. As a Commercial Lines Account Manager, you will serve and grow a book of clients by delivering exceptional service and building lasting relationships, while managing all aspects of policy servicing and ensuring compliance with guidelines.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Develop deep, long-term connections with clients built on trust, responsiveness, and reliability
Drive retention and growth by proactively reaching out, reviewing accounts, and finding ways to enhance coverage
Manage all aspects of policy servicing, including renewals, endorsements, certificates, audits, and claims support
Ensure accurate documentation and compliance with agency and carrier guidelines by verifying that issued policies align with the original submissions, quotes, and proposal documents
Partner with team members to streamline processes, support agency growth, and ensure every client receives the best possible experience
Participate in marketing efforts, share insights, and represent the agency with professionalism and enthusiasm
Qualification
Required
Must hold a current Property & Casualty License
Minimum of two years of industry experience working in property and casualty (P&C) insurance, with a focus on commercial lines
Strong knowledge of insurance coverages, carriers, and underwriting processes relevant to small and middle market clients
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
Benefits
Competitive Compensation
A people-first culture that values work-life balance
Ongoing training and career development opportunities including paid license renewal and continuing education
Comprehensive benefits package (medical, dental, vision, 401(k))
Paid time off (vacation & sick time)
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