Commercial Lines Account Manager

Leavitt Group; Greensboro (NC); On-site; USD 55,000 - 65,000; Full time

Job summary

A leading insurance brokerage is looking for a Commercial Lines Account Manager to join their Greensboro, NC team. Candidates should have 3-5+ years of experience in the insurance industry, especially with commercial clients. The role includes preparing client applications, collaborating with Account Executives, and maintaining communication with service staff to ensure project completion. A competitive compensation package and benefits such as 401k, health insurance, and paid time off are offered.

Benefits

401k

Wellness program

Vision & Dental Insurance

Paid time off

Qualifications

• 3-5+ years of experience with a commercial lines book.
• Strong oral and written communication skills.
• Must possess an active Property & Casualty license.

Responsibilities

• Prepare applications for submission and maintain communication.
• Assist Account Executive in marketing procedures and obtain quotations.
• Develop proposals and ensure accuracy of documents.

Skills

Communication

Microsoft Office

Education

Active Property & Casualty license

Tools

Carrier rating software

AMS 360

Job description

A Leavitt Group affiliate, All About Insurance is looking to add new talent to their Commercial Lines team in Greensboro, NC.

A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts.

The right candidate has 3- 5 or more years of experience working in the insurance industry with commercial clients.

Responsibilities:

• Prepare the applications for the submission, utilizing underwriting information provided by the Producer.

• Maintain daily communication with Commercial Lines Manager to ensure specific deadlines and on-going projects/tasks are completed

• Work closely with the service staff to meet timelines and deadlines

• Assist the assigned Account Executive in marketing procedures, targeting selected markets

• Follow up with markets to obtain quotations

• Develop proposal under the guidance of the Account Executive

• Create comprehensive proposal booklets

• Verify consistency between submission, quotation, and proposal documents.

• Make necessary changes to proposals and quotations based on client meetings, as directed by the Account Executive.

• Collaborate with the Producer to provide insurance binders and obtain client sign off

• Issue insurance certificates

• Check policies align with submission, quotation, and proposal documents

• Handle invoice processes

• Check endorsements against Account Executive requests

• Issue auto ID Cards

Requirements:

• 3-5 + years of experience with working a small to middle market commercial lines book of business.

• Active Property & Casualty license

• Must have strong computer software and in using Microsoft Office i.e., Excel, Word

• Must have strong oral and written communication skills

• Must have experience with carrier rating software

• Experience with the AMS 360 is highly preferred

Benefits

• Competitive Compensation 55K-65 K (DOE)

• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account

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

• Paid time off (vacation & sick time)

• 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 27 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.

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