Leavitt Group ยท 2 days ago
Commercial Lines Account Manager
Medford, OR
Full-time
Onsite
Entry, Mid Level
$20/hr - $30/hr
2+ years expLeavitt Group is a leading insurance agency brokerage with a national presence. The Commercial Lines Account Manager will maintain strong client relationships and manage various aspects of assigned accounts, ensuring their insurance needs are met with care and accuracy.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Managing all aspects of assigned accounts; including policy changes, certificates, renewals, and coverage updates
Providing excellent service by addressing inquiries from insureds and producers promptly and professionally
Reviewing contracts and handling lender requests such as refinances, new purchases, and renewals
Preparing summaries, proposals, and supporting documents through AMS360
Maintaining accurate client and coverage information in AMS and ensuring compliance with documentation standards
Remarketing and renewing policies as needed in collaboration with producers
Reconciling carrier coverage forms, binding coverages, and processing billing for renewals, endorsements, and audits
Assisting with claims intake and coordination with the Claims Department
Quoting new lines of business for existing clients and assisting with new account development
Qualification
Required
Active Property & Casualty license required
2+ years of agency experience managing a book of commercial lines business
Strong knowledge of P&C coverages
Excellent verbal and written communication skills
High attention to detail with strong organizational and compliance skills
Dependable, responsive, and committed to delivering exceptional service
Benefits
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