Commercial Lines Account Manager

Leavitt Group; Mooresville (NC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) with company match

Paid time off

Company-paid continuing education

Job summary

A leading insurance advisory firm in Mooresville, NC is seeking a Commercial Lines Account Manager to manage and service commercial clients. The ideal candidate will have over 2 years of experience in insurance account management, excellent communication, and proficiency in Microsoft Office. This role offers competitive pay, benefits, and growth opportunities within a collaborative environment.

Qualifications

• 2+ years of experience in commercial insurance account management or customer service.
• NC Property & Casualty License (required), Life & Health license a plus.
• A team-oriented mindset with a focus on excellence and client satisfaction.

Responsibilities

• Provide day-to-day support for commercial clients.
• Manage renewals, applications, and policy changes.
• Collaborate with producers to market and quote new and renewal business.

Skills

Communication skills

Organizational skills

Multitasking skills

Tools

AMS360

Microsoft Office

Job description

At Leavitt Elite Insurance Advisors (LEIA), we help our clients achieve peace of mind by protecting their assets, preparing for uncertainty, and building financial success. We believe in excellence, integrity, collaboration, and continual growth — doing the right thing, every time.

About the Role

As a Commercial Lines Account Manager, you’ll manage and service a diverse book of commercial clients, ensuring their coverage needs are met with precision and care. You’ll handle renewals, policy changes, claims support, and work closely with producers and carriers to deliver exceptional service and solutions.

What You’ll Do

• Provide day-to-day support for commercial clients — from coverage questions to claims assistance.
• Manage renewals, applications, and policy changes to ensure seamless coverage.
• Collaborate with producers to market and quote new and renewal business.
• Maintain accurate client and policy data in AMS360.
• Prepare certificates, binders, endorsements, and other policy documents.
• Support clients with billing inquiries and coordinate with accounting.
• Stay current on industry trends, carrier products, and market opportunities.

What We’re Looking For

• 2+ years of experience in commercial insurance account management or customer service.
• Strong communication, organization, and multitasking skills.
• Proficiency in Microsoft Office; AMS360 or Agency Zoom experience a plus.
• NC Property & Casualty License (required), Life & Health license a plus.
• A team-oriented mindset with a focus on excellence and client satisfaction.

Why Join LEIA

• Competitive pay and growth opportunities.
• Comprehensive benefits: Medical, dental, vision, life, and disability coverage.
• 401(k) with company match.
• Paid time off for vacation, sick days, and holidays.
• Company-paid continuing education and licensing support.