Assistant Commercial Lines Account Manager jobs in United States
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Leavitt Group ยท 6 days ago

Assistant Commercial Lines Account Manager

Leavitt Group is seeking a motivated and detail-oriented Assistant Commercial Lines Account Manager to join their team. In this role, you will support Account Executives and Account Managers by providing exceptional service to clients and maintaining a growing book of business in the insurance industry.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
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Growth Opportunities

Responsibilities

Assist with servicing new and renewal business by gathering client information, preparing documents, and supporting underwriting and marketing activities
Maintain accurate data in our agency management system (AMS360)
Generate ACORD forms, prepare proposals, policy books, and other documents
Issue insurance verification documents such as ID cards, binders, and certificates
Process policy changes, cancellations, audits, endorsements, and premium finance quotes
Communicate with clients, carriers, and internal team members to resolve service needs and escalate issues when appropriate
Monitor follow-ups, manage documentation, and support daily administrative tasks including incoming/outgoing mail and main line calls
Contribute to a positive, professional team environment and assist with special projects as needed

Qualification

Agency Management System (AMS360)Property & Casualty LicenseCommercial Insurance KnowledgeOrganizational SkillsCommunication Skills

Required

High school diploma or GED required
Strong organizational skills, attention to detail, and ability to manage multiple priorities
Clear written and verbal communication skills
A willingness to learn commercial insurance lines and develop technical expertise

Preferred

A Property & Casualty license is preferred, but if you don't have one, we'll help you obtain it within your first 6 months
Industry designations (CISR, etc.) are supported and expected within 2 years

Benefits

Health Insurance
Dental & Vision Insurance
401(k) with matching employer contributions
HSA & FSA
Competitive PTO and company holidays.
Wellness Program

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.

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