Assistant Commercial Lines Account Manager

Leavitt Group; Santa Maria (CA); On-site; USD 41,000 - 52,000; Full time

Benefits offered by this job

Paid license renewal

Mentorship and training

Comprehensive benefits

401(k) plan

Wellness program

Job summary

Leavitt Coastal Valley in Santa Maria, CA is seeking an Assistant Commercial Lines Account Manager to support our Account Managers with daily client service tasks. This role is ideal for organized professionals looking to build a career in the insurance industry.

You will assist with policy servicing, endorsements, certificates, and client communications, while leveraging AMS360. California Property & Casualty license is required, and 1+ year Commercial Lines experience is preferred.

Qualifications

• California Property & Casualty Insurance License required.
• 1+ years experience in Commercial Lines; entry-level considered with strong knowledge.
• Strong verbal and written communication skills.
• Bilingual skills (Spanish preferred) are a plus.

Responsibilities

• Support and assist Account Managers with servicing tasks.
• Manage incoming service requests from clients and address inquiries promptly.
• Assist in creating professional insurance proposals for client presentations.
• Review endorsements to verify accuracy and compliance with client requirements.
• Prepare and issue certificates of insurance as required by clients.
• Maintain professional communication with clients and team members.
• Utilize the client management system to update policies and log meetings and activities.
• Collaborate within a team to deliver high-quality service to a diverse client base.

Skills

Commercial Lines

Communication skills

Time management

Tools

AMS360

Job description

Leavitt Coastal Valley-Assistant Commercial Lines Account Manager

Leavitt Coastal Valley, a Leavitt Group affiliate, is seeking a motivated and detail-oriented Assistant Commercial Lines Account Manager to join their team in Santa Maria, CA.

As an Assistant Commercial Lines Account Manager, you will play a key role in supporting our Account Managers with daily client service needs. This position is ideal for someone who is highly organized, demonstrates a strong work ethic, and is eager to build a rewarding career in the insurance industry.

Responsibilities

• Support and assist Account Managers with servicing tasks.

• Manage incoming service requests from clients and promptly address their inquiries or concerns.

• Assist in creating professional and accurate insurance proposals for presentation to our clients.

• Review endorsements to verify accuracy and compliance with clients' insurance requirements.

• Prepare and issue certificates of insurance as required by clients.

• Maintain excellent communication with clients and team members in a professional and timely manner.

• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.

• Collaborate effectively within a team to deliver efficient, high-quality service to a diverse client base.

What We Are Looking For:

• Must hold a current California Property & Casualty Insurance License

• 1+ years previous experience in Commercial Lines insurance. (entry-level candidates with strong knowledge of Commercial Lines may be considered)

• Eagerness to learn, grow, and take on new challenges.

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.

• Possesses strong time management skills with the ability to prioritize tasks, respond promptly, and maintain high-quality work with timely follow-through.

• Preferred Agency Management System Experience: AMS360

• Bilingual skills (Spanish preferred) are a plus but not required.

What We Offer:

• Between $41K-$52K, depending on experience

• Paid license renewal and continuing education

• Mentorship and training provided

• 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

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.