Commercial Lines Account Manager

Leavitt Group; Grants Pass (OR); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, Vision

FSA/HSA & Life Insurance

401(k) with company benefits

Paid license renewal & CE

Competitive PTO & holidays

Wellness Program

Job summary

Redwoods Insurance seeks a Commercial Lines Account Manager to support clients and internal sales staff. You will manage policy changes, renewals, and lender requests, while maintaining accurate coverage data in AMS360.

This role emphasizes service excellence, strong P&C knowledge, and proactive collaboration with producers to grow and protect a diverse client base.

Qualifications

• Active Property & Casualty license required.
• 2+ years of agency experience managing a book of commercial lines business.
• Strong knowledge of P&C coverages and ancillary lines.
• Excellent verbal and written communication skills.
• High attention to detail with strong organizational and compliance skills.
• Dependable, responsive, and committed to delivering exceptional service.

Responsibilities

• Manage all aspects of assigned commercial lines accounts including policy changes, certificates, renewals and coverage updates.
• Provide excellent service by addressing inquiries from insureds and producers promptly and professionally.
• Review contracts and handle lender requests such as refinances, new purchases, and renewals.
• Prepare summaries, proposals, and supporting documents through AMS360.
• Maintain accurate client and coverage information in AMS and ensure compliance with documentation standards.
• Remarket and renew policies in collaboration with producers.
• Reconcile carrier coverage forms, bind coverages, and process billing for renewals, endorsements, and audits.
• Assist with claims intake and coordinate with the Claims Department.
• Quote new lines of business for existing clients and assist with new account development.

Skills

Property & Casualty license

2+ years commercial lines experience

P&C knowledge

Excellent communication

Attention to detail

Dependable and responsive

Job description

Join Redwoods Insurance and unlock a career with unlimited potential.

At Redwoods, we believe in empowering self-starters who are dedicated to doing what is best for our clients. Our supportive and collaborative culture rewards hard work, initiative, and integrity. As part of our team, you will receive the training, mentorship, and tools you need to thrive and grow in your career.

This position supports our Commercial Lines team and provides essential service to both clients and internal sales staff.

Key Responsibilities

• As a Commercial Lines Account Manager, you will play a key role in maintaining strong relationships with clients and ensuring their insurance needs are met with care and accuracy. Your responsibilities will include:
• Managing all aspects of assigned accounts; including policy changes, certificates, renewals, and coverage updates.
• Providing excellent service by addressing inquiries from insureds and producers promptly and professionally.
• Reviewing contracts and handling lender requests such as refinances, new purchases, and renewals.
• Preparing summaries, proposals, and supporting documents through AMS360.
• Maintaining accurate client and coverage information in AMS and ensuring compliance with documentation standards.
• Remarketing and renewing policies as needed in collaboration with producers.
• Reconciling carrier coverage forms, binding coverages, and processing billing for renewals, endorsements, and audits.
• Assisting with claims intake and coordination with the Claims Department.
• Quoting new lines of business for existing clients and assisting with new account development.

Skills & Experience

• We are looking for a dedicated professional who thrives in a fast-paced, client-focused environment.
• Active Property & Casualty license required.
• 2+ years of agency experience managing a book of commercial lines business.
• Strong knowledge of P&C coverages and ancillary lines.
• Excellent verbal and written communication skills.
• High attention to detail with strong organizational and compliance skills.
• Dependable, responsive, and committed to delivering exceptional service.

What We Offer

• Between $55,000-$65,000 depending on experience
• Paid license renewal and continuing education
• 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

References are required as part of our hiring process. A background check is contingent on employment.

Compensation Range: $55K - $65K