Commercial Account Manager – Lead

Leavitt Group; San Jose (CA); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Competitive salary

Medical, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Professional development opportunities

Collaborative leadership team

Technology-focused environment

Opportunity to influence department策略与

Career growth opportunities

Job summary

Leavitt Pacific Insurance Brokers in California seeks a Senior Commercial Account Manager / Team Lead to guide a Commercial Lines team, mentor colleagues, and elevate client service. You will manage a complex book and collaborate with Producers and leadership to refine workflows and promote best practices.

You will drive service excellence, support employee development, and help shape the agency's growth in a fast-paced environment.

Qualifications

• 10+ years of Commercial Lines insurance experience.
• Extensive experience managing complex commercial accounts.
• Active California Property & Casualty License.
• Leadership, mentoring, or supervisory experience preferred.
• Strong understanding of coverages, carrier relationships, and marketing strategies.
• Experience with AMS360 or similar agency management systems.
• Professional designations such as CIC, CPCU, CRM, ARM, CRIS, or similar preferred.

Responsibilities

• Manage and retain a complex commercial lines book of business.
• Provide technical guidance and mentoring to Commercial Account Managers.
• Review renewals and assist with coverage and carrier issues.
• Improve workflows, efficiencies, and department processes.
• Monitor service standards and quality expectations.
• Partner with Producers to develop client solutions.
• Support leadership with workload balancing and initiatives.
• Coach and train employees; promote accountability and collaboration.

Skills

Commercial Lines experience

Leadership

Mentoring

Complex account management

California P&C license

Designations CIC CPCU CRM ARM CRIS

Tools

AMS360

Job description

Leavitt Pacific Insurance Brokers is seeking a Senior Commercial Account Manager / Team Lead to serve as a technical leader within our Commercial Lines department. This is an excellent opportunity for someone who enjoys managing complex accounts while mentoring others, improving workflows, and helping shape the future of a growing agency.

If you're looking for a leadership role where your experience and ideas will make a difference, we'd love to talk with you.

What You'll Do

In this role, you'll manage a complex commercial book of business while serving as a resource and mentor for our Commercial Lines team. You'll work closely with Producers and agency leadership to improve processes, strengthen service standards, and help develop the next generation of Account Managers.

Responsibilities

• Manage and retain a complex commercial lines book of business

• Provide technical guidance and mentoring to Commercial Account Managers

• Review complex renewals and assist with challenging coverage and carrier issues

• Help improve workflows, efficiencies, and department processes

• Monitor service standards and quality expectations

• Partner with Producers to develop solutions for clients

• Assist leadership with workload balancing and department initiatives

• Support employee development through coaching and training

• Promote accountability, collaboration, and continuous improvement

What We're Looking For

• 10+ years of Commercial Lines insurance experience

• Extensive experience managing complex commercial accounts

• Active California Property & Casualty License

• Leadership, mentoring, or supervisory experience preferred

• Strong understanding of commercial coverages, carrier relationships, and marketing strategies

• Experience with AMS360 or similar agency management systems

• Professional designations such as CIC, CPCU, CRM, ARM, CRIS, or similar preferred.

Benefits

• Competitive salary

• Medical, dental, and vision insurance

• 401(k) with company match

• Paid time off and holidays

• Professional development opportunities

• Collaborative leadership team

• Technology-focused environment

• Opportunity to influence department strategy and operations

• Career growth opportunities

Compensation

$130,000–$160,000 annually, depending on qualifications and experience, plus eligibility for quarterly performance bonuses and new business commissions.

About Us

Leavitt Pacific Insurance Brokers provides innovative commercial insurance and risk management solutions to businesses throughout California. We believe in investing in our people, building lasting client relationships, and creating an environment where employees can grow professionally while making a meaningful impact.

If you're an experienced Commercial Lines professional looking to lead, mentor, and help shape the future of a growing organization, we'd like to hear from you.