Commercial Lines Account Manager

Leavitt Group; Mooresville (NC); Remote; USD 80,000 - 95,000; Full time

Job summary

An established industry player is seeking a skilled Commercial Lines Account Manager to join their team in Mooresville, NC. This role offers a unique opportunity to collaborate closely with producers and managers to support commercial accounts. The ideal candidate will have 3-6 years of experience in the insurance sector, showcasing strong communication skills and proficiency in Microsoft Office. With a competitive compensation package and attractive benefits, this position promises a fulfilling career path in a dynamic environment. If you're ready to take your career to the next level, this role is perfect for you.

Benefits

Paid License Renewal

401 K

Health Plan

Vision Insurance

Dental Insurance

FSA

Life Insurance

Paid Time Off

Wellness Program

Qualifications

• 3-6+ years of experience in the insurance industry with commercial clients.
• Strong skills in Microsoft Office and communication.

Responsibilities

• Prepare applications and manage relationships with Commercial Lines Manager.
• Work with service staff to meet deadlines and create proposal booklets.

Skills

Microsoft Office (Excel, Word)

Oral Communication

Written Communication

Carrier Rating Software

Education

Active Property & Casualty License

Tools

AMS 360

Job description

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Join to apply for the Commercial Lines Account Manager role at Leavitt Group

A Leavitt Group affiliate, Leavitt Elite Insurance, in Mooresville , NC is looking to add new talent to their Commercial Lines team.

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- 6 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

• 3-6 + 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

• Remote within the regional area
• Competitive Compensation (DOE)
• Paid License renewal and continuing education
• Attractive Benefits package, including 401 K
• Health Plan, Vision, Dental, FSA, & Life Insurance
• Paid time off (vacation & sick time)
• Wellness program
  
  

As a national company, Leavitt Group is in over 250 locations across 27 states. We are always looking for talented individuals who want to further their career and grow with us.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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