Leavitt Group · 5 days ago
Commercial Lines Account Manager
Houston, TX
Full-time
Onsite
Entry, Mid Level
$50K/yr - $65K/yr
2+ years expLeavitt Group is one of the largest privately-held insurance agency brokerages in the nation, with a focus on managing risk for individuals and businesses. They are seeking a motivated Commercial Lines Account Manager to manage daily servicing and retention of accounts while ensuring exceptional client experience.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Manage and retain an assigned book of business, ensuring timely, accurate, and professional service
Place new and renewal business by collaborating with producers and following established workflows
Answer coverage questions, recommend solutions, and process policy changes, endorsements, audits, and certificates
Issue insurance documents, reconcile accounts, collect premiums, and assist clients with service needs and escalations
Identify account rounding and cross-selling opportunities to enhance client protection
Maintain accurate client information in AMS360 and follow commercial lines procedures using available reference tools
Stay current on market trends, products, pricing, and underwriting criteria
Analyze renewal premiums, identify variances, and propose competitive alternatives
Participate in renewal strategy discussions and collaborate with Marketing and carriers
Mentor and support new team members as needed and contribute to a positive team culture
Qualification
Required
2–5 years of experience as a Commercial Account Manager or Producer
Active Property & Casualty license
Strong organizational skills, attention to detail, and the ability to manage multiple priorities
Excellent communication skills and confidence in interpreting insurance documents
Proficiency with basic office software and comfort learning agency systems
Preferred
Industry designations (CIC, CRM, CPCU, etc.) preferred—or willingness to pursue one within 5 years
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