Commercial Insurance Account Manager - Client Growth

Leavitt Group; Santa Maria (CA); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits package

Competitive PTO

Wellness program

Job summary

Leavitt Group in Santa Maria, CA is seeking a Commercial Lines Account Manager to build client relationships and provide exceptional service. The ideal candidate will have over 4 years of commercial lines insurance experience.

Responsibilities include preparing insurance applications, coordinating with carriers, and managing policy updates. Offering competitive compensation between $65,000–$75,000 depending on experience, plus benefits like medical and 401(k).

Qualifications

• 4+ years of experience managing a small commercial book of business.
• Active Property & Casualty License is required.
• Experience with underwriting systems.
• Eagerness to learn and grow.

Responsibilities

• Prepare and submit commercial insurance applications.
• Coordinate with carriers to obtain quotes.
• Manage policy updates and invoicing activities.
• Maintain strong relationships with clients.

Skills

Commercial lines insurance experience

Proficiency in Microsoft Office

Excellent communication skills

Organizational skills

Ability to manage multiple priorities

Bilingual skills (Spanish preferred)

Tools

Carrier rating platforms

AMS360

Job description

Leavitt Group in Santa Maria, CA is seeking a Commercial Lines Account Manager to build client relationships and provide exceptional service. The ideal candidate will have over 4 years of commercial lines insurance experience.

Responsibilities include preparing insurance applications, coordinating with carriers, and managing policy updates. Offering competitive compensation between $65,000–$75,000 depending on experience, plus benefits like medical and 401(k).