Commercial Lines Account Manager

About the role

This position works closely with the Commercial Lines Manager and Account Executives to support and service a book of commercial accounts. You will play a key role in the marketing, proposal, and servicing process while ensuring accuracy and timely delivery for clients.

Key Responsibilities

• Prepare applications and submissions using underwriting information provided by Producers
• Cook daily with Commercial Lines Account Managers and leadership on deadlines and priorities
• Work with internal service teams to ensure timelines are met
• Assist in marketing accounts and placing business with selected carriers
• Follow up with insurance carriers for quotes and additional information
• Prepare proposals and client presentation materials
• Review submissions, quotes, and proposals for accuracy and consistency
• Make updates based on client meetings and Producer direction
• Assist with binding coverage and obtaining client signatures
• Issue certificates of insurance
• Review policies and endorsements for accuracy
• Support invoicing and documentation processes

Qualifications

• Active Property & Casualty (P&C) license required
• 4+ years of commercial lines experience preferred
• Experience with carrier rating systems
• AMS360 experience preferred
• Strong proficiency in Microsoft Office (Excel, Word)
• Excellent written and verbal communication skills
• Strong attention to detail and organizational skills

About Leavitt Group

Leavitt Group is one of the nation’s largest privately held insurance brokerages, combining the scale, resources, and growth of a national firm with the entrepreneurial spirit, local leadership, and relationship-driven culture that truly sets us apart. Ready to grow your career in commercial insurance? Apply today and join a team that values collaboration, development, and long-term success.