Leavitt Group · 12 hours ago
Commercial Lines Account Manager
Bristol, TN
Full-time
Onsite
Mid Level
$60K/yr - $80K/yr
3+ years expBTJ Insurance, a Leavitt Group affiliate located in Bristol, VA, is looking for an experienced Commercial Lines Account Manager to join our team. This role provides essential support to the commercial lines manager and account executive team, playing a key role in servicing and retaining commercial accounts.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Prepare applications for submission using underwriting information from the producer
Collaborate daily with the Commercial Lines Manager and Account Managers to meet project deadlines
Support service staff with time-sensitive tasks and workflows
Assist with marketing strategies, including working with selected markets and following up on quotes
Create detailed proposals and professional proposal booklets
Review and reconcile submissions, quotations, and proposals to ensure consistency
Make updates based on client meetings and producer direction
Assist in obtaining binders of insurance and client sign-off
Issue certificates and process invoicing
Review issued policies against submitted documentation and proposal
Verify endorsements align with Account Executive requests
Support producers and teammates with various administrative and service duties
Qualification
Required
Proficient in AMS360
Strong working knowledge of Microsoft Office, especially Word and Excel
Excellent verbal and written communication skills
Highly organized with strong follow-through and attention to detail
Preferred
Active Property & Casualty license preferred
3–4 years of commercial lines experience preferred
Benefits
Health, dental, and vision insurance
401(k) with employer match
Health Savings Account (HSA) & Flexible Spending Account (FSA)
Paid vacation and sick leave
Opportunities for professional development and growth within Leavitt Group
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