Commercial Lines Account Manager
Leavitt Group · Santa Maria, CA · 2 wk ago
On-siteFinance$65k–$75k/yrFull-time
About the role
Leavitt Coastal Valley, a proud affiliate of Leavitt Group, is seeking a talented, relationship-driven Commercial Lines Account Manager to join our team in Santa Maria, CA.
What You’ll Do
- Support and service a diverse portfolio of commercial clients, delivering exceptional customer care while ensuring coverage needs are handled accurately, efficiently, and with attention to detail.
- Prepare and submit commercial insurance applications.
- Coincide with carriers to obtain quotes and manage marketing efforts.
- Create and review proposals, policies, endorsements, and binders.
- Issue certificates of insurance and auto ID cards.
- Manage policy updates, invoicing, and servicing activities.
- Maintain strong relationships with clients, carriers, and internal teams.
- Ensure accuracy, efficiency, and timely service throughout the account lifecycle.
Qualifications
- 4+ years of commercial lines insurance experience managing a small commercial book of business.
- Active Property & Casualty License.
- Strong proficiency in Microsoft Office, including Excel and Word.
- Excellent communication and organizational skills.
- Experience working with carrier rating platforms and underwriting systems.
- AMS360 experience strongly preferred.
- Ability to manage multiple priorities while maintaining exceptional client service.
- Eagerness to learn, grow, and take on new challenges.
- Bilingual skills (Spanish preferred) are a plus but not required.
Why Join Leavitt Coastal Valley?
- We offer a collaborative culture, career growth opportunities, and a strong commitment to work-life balance.
- We provide competitive compensation: $65,000–$75,000 DOE.
- Paid licensing renewal and continuing education.
- A comprehensive benefits package including:
- Medical, Dental, Vision
- FSA/HSA & Life Insurance
- 401(k) with company benefits
- Competitive PTO including vacation and sick time, and company holidays
- Wellness program and employee support resources
- Career growth opportunities within a national organization.
Compensation Range
$65K - $75K