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Leavitt Group · 18 hours ago

Commercial Account Manager

Ocean Springs, MS

Full-time

Onsite

Mid Level

Leavitt Group is a client-focused organization seeking a Commercial Account Manager to join their team. In this role, you will manage a book of business, ensuring effective servicing, renewals, and support for business clients, while collaborating with internal teams and carriers to provide high-quality service.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance

Growth Opportunities

Responsibilities

Serve as the primary point of contact for client questions, policy changes, billing inquiries, and general service requests

Process endorsements, cancellations, reinstatements, and audit reviews promptly and accurately

Issue certificates of insurance (COIs), evidence of property, binders, and other required documentation

Track renewal timelines and initiate the renewal process 60–90 days prior to expiration

Request updated exposure data (e.g., payroll, sales, equipment, vehicles) to prepare for renewal quoting

Coordinate with producers to assess renewal strategies—whether to renew as-is, remarket, or re-structure coverage

Prepare submissions for new business and mid-market renewals

Obtain quotes from multiple carriers when remarketing is required

Review proposals and compare coverages, limits, and pricing to ensure recommendations align with client needs

Build rapport with clients through professional and responsive communication

Provide clear explanations of coverage terms, renewal updates, or policy changes

Assist clients during claims by coordinating with carriers and ensuring the process runs smoothly

Maintain accurate, organized records in the agency management system (AMS360)

Ensure compliance with documentation standards, activity logs, and policy file completeness

Develop working relationships with carrier underwriters and marketing reps to facilitate smooth processing and problem-solving

Qualification

Commercial lines insuranceProperty & Casualty licenseAgency management systemsCommercial lines coveragesClient serviceOrganizational skillsWritten communicationVerbal communicationTime management

Required

Experience in a commercial lines insurance servicing role is required

Strong knowledge of commercial lines coverages (e.g., GL, WC, Property, Auto, Umbrella, E&O, Cyber)

Proficiency with agency management systems (AMS360 preferred) and carrier portals

Exceptional organizational skills and attention to detail

Clear and professional written and verbal communication

Ability to manage time independently and balance multiple priorities

Commitment to providing empathetic, high-quality client service

Preferred

Active Property & Casualty license preferred Or we will provide all the tools and study materials to allow you to gain your P&C insurance license

Benefits

Competitive salary based on experience

Optional new sales commission opportunity

Quarterly bonus opportunities

Medical, Dental, and Vision Insurance

HSA and FSA with employer contributions

401(k) with employer matching

Paid Time Off and Paid Holidays

Company-paid Life and Short-Term Disability Insurance

Optional Long-Term Disability and Supplemental Life Insurance

Opportunities for training, certification, and career advancement

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.

Founded in 1952