Commercial Lines Account Manager

Leavitt Group; Lancaster (Lancaster County); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid license renewal and continuing education

Attractive benefits package including 401k

Health plan, vision, dental, FSA, & life insurance

Paid time off (vacation & sick time)

Wellness program

Job summary

A leading insurance provider is seeking a Commercial Lines Account Manager in Lancaster County, United States. The ideal candidate will have 3-5 years of experience in the insurance industry, particularly with a small commercial lines book. Responsibilities include preparing applications, managing relationships with producers, and creating proposals. Strong communication skills and proficiency in Microsoft Office are essential. The position offers a hybrid work model and an attractive benefits package.

Qualifications

• 3-5 years of experience in small commercial lines book of business.
• Active Property & Casualty license required.
• Strong computer skills and proficiency in Microsoft Excel and Word.

Responsibilities

• Prepare applications for underwriting submissions.
• Manage daily relationships with Commercial Lines Manager.
• Create proposal booklets and ensure submission accuracy.
• Follow up with markets for quotations.

Skills

Strong communication skills

Proficient in Microsoft Office

Experience with carrier rating software

Tools

AMS 360

Job description

Spotts Insurance Group a Leavitt Group affiliate has been providing insurance protection and peace of mind to our clients since 1993. Their mission is to educate and offer solutions that help clients protect and grow their assets. Spotts Insurance Group takes pride in helping you select a comprehensive insurance package tailored specifically to your business or personal needs.

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 3-4 or more years of experience working in the insurance industry with commercial clients.

Responsibilities

• Prepare the applications for the submission with underwriting information provided by the Producer.
• Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks
• Work with the service staff to meet timeline (deadlines)
• Work with assigned Account Executive on marketing procedures with discussed selected markets
• Follow up with Markets for quotations
• Create the proposal under the direction of the Account Executive
• Create Proposal booklets
• Check for any discrepancy’s b/w submission/quotation/proposal
• Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive
• Work with Producer to provide binders of insurance/Get client sign off
• Certificate issuance
• Check policies with submission/quotation/proposal
• Invoice
• Check endorsements against Account Executive requests
• Issue auto ID Cards

Requirements

• 3-5 years experience with working a small 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

• In office / hybrid
• Paid License renewal and continuing education
• Attractive Benefits package, including 401k
• Health Plan, Vision, Dental, FSA, & Life Insurance
• Paid time off (vacation & sick time)
• Wellness program