Commercial Lines Account Manager

Leavitt Group; Cut Bank (MT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health, Vision, Dental, HSA/FSA, & Life Insurance

Paid time off (vacation & sick time)

Ongoing training and career development

Job summary

Leavitt Group seeks a Commercial Lines Account Manager in Cut Bank, Montana. This role involves collaborating with agents and account managers to support commercial accounts in a team-oriented atmosphere.

Candidates should have a valid Property and Casualty license in Montana, possess strong communication skills, and be familiar with insurance markets and rating software. We offer a supportive culture with opportunities for professional growth and a comprehensive benefits package, including health insurance and a 401k plan.

Qualifications

• Preferred Valid Property and Casualty license in Montana.
• Preferred 3 years agency experience.
• Must possess digital competence.

Responsibilities

• Develop and manage service timelines with agents.
• Work with different markets, insurance carriers, and underwriters.
• Follow up with markets for quotations, policies, endorsements.
• Quote new business with carrier rating software.
• Create proposal booklets.
• Daily tasks in the Agency Management System.

Skills

Digital competence

Strong oral and written communication skills

Experience with carrier rating software

Education

Bachelor's degree or higher

Tools

AMS360

Job description

Leavitt Great West is a local agency in Montana that continues to work on their culture and a meaningful work life balance for their employees. Leavitt Great West is looking to add new talent to their Commercial Lines team.

Local Agency Website: https://www.leavitt.com/greatwest/

As a national company, the Leavitt Group is the 19th largest privately‑held insurance agency brokerage in the nation, with over 280 locations across 31 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.

Who are we? Please watch https://youtu.be/tmNRjDxzKQk

Commercial Lines Account Manager collaborates closely with agents and other account managers in providing ongoing support to their commercial accounts. This candidate would want to work in an atmosphere of skilled, motivated, happy people who work together in an environment of teamwork, loyalty, and mutual respect.

Responsibilities

• Develop and manage service timelines with agents
• Work with different markets, insurance carriers, and underwriters throughout the quote process
• Follow up with different markets/underwriters for quotations, binders, policies, endorsements, etc.
• Quote new business with carrier rating software, websites and applications
• Create proposal booklets
• Working daily in our Agency Management System
• Daily ongoing deadlines and on‑going projects/tasks

Requirements

• Preferred Valid Property and Casualty license in Montana
• Preferred 3 Years agency experience
• Must have digital competence
• Must have strong oral and written communication skills
• Preferred experience with carrier rating software
• Preferred bachelor’s degree or higher
• Preferred experience with AMS360

Benefits

Leavitt Great West offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

You’ll enjoy:

• A people‑first culture that values work‑life balance
• Ongoing training and career development opportunities including paid license renewal and continuing education
• The tools and support you need to succeed
• The chance to work with reputable carriers and a diverse book of business
• Recognition and rewards
• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
• Health, Vision, Dental, HSA/FSA, & Life Insurance
• Paid time off (vacation & sick time)