Commercial Lines Account Manager

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. If you enjoy building client relationships and delivering exceptional service, this is a great opportunity to grow your career with one of the nation’s largest privately held insurance brokerages. What You’ll Do You’ll 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. Your responsibilities will include:Preparing and submitting commercial insurance applicationsCoordinating with carriers to obtain quotes and manage marketing effortsCreating and reviewing proposals, policies, endorsements, and bindersIssuing certificates of insurance and auto ID cardsManaging policy updates, invoicing, and servicing activitiesMaintaining strong relationships with clients, carriers, and internal teamsEnsuring accuracy, efficiency, and timely service throughout the account lifecycle What We’re Looking For The ideal candidate is detail-oriented, proactive, and experienced in servicing commercial insurance accounts. Qualifications Include 4+ years of commercial lines insurance experience managing a small commercial book of businessActive Property & Casualty LicenseStrong proficiency in Microsoft Office, including Excel and WordExcellent communication and organizational skillsExperience working with carrier rating platforms and underwriting systemsAMS360 experience strongly preferredAbility to manage multiple priorities while maintaining exceptional client serviceEagerness 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. What We Offer Competitive compensation: $65,000–$75,000 DOEPaid licensing renewal and continuing educationComprehensive benefits package including:Medical, Dental, VisionFSA/HSA & Life Insurance401(k) with company benefitsCompetitive PTO including vacation and sick time, and company holidaysWellness program and employee support resourcesCareer growth opportunities within a national organization As a national company, the Leavitt Group is one of the largest privately held insurance agency brokerage in the nation, with over 275 locations across 28 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us. Compensation Range: $65K - $75K