Commercial Lines Account Manager

Leavitt Group; Santa Maria (CA); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits package

Competitive PTO

Wellness program

Job summary

Leavitt Group in Santa Maria, CA is seeking a Commercial Lines Account Manager to build client relationships and provide exceptional service. The ideal candidate will have over 4 years of commercial lines insurance experience.

Responsibilities include preparing insurance applications, coordinating with carriers, and managing policy updates. Offering competitive compensation between $65,000–$75,000 depending on experience, plus benefits like medical and 401(k).

Qualifications

• 4+ years of experience managing a small commercial book of business.
• Active Property & Casualty License is required.
• Experience with underwriting systems.
• Eagerness to learn and grow.

Responsibilities

• Prepare and submit commercial insurance applications.
• Coordinate with carriers to obtain quotes.
• Manage policy updates and invoicing activities.
• Maintain strong relationships with clients.

Skills

Commercial lines insurance experience

Proficiency in Microsoft Office

Excellent communication skills

Organizational skills

Ability to manage multiple priorities

Bilingual skills (Spanish preferred)

Tools

Carrier rating platforms

AMS360

Job description

Leavitt Coastal Valley, a proud affiliate of Leavitt Group, is seeking a talented, relationship-driven Commercial Lines Account Manager to join our team in Santa Maria, CA.

If you enjoy building client relationships and delivering exceptional service, this is a great opportunity to grow your career with one of the nation’s largest privately held insurance brokerages.

What You’ll Do

Your responsibilities will include:

• Preparing and submitting commercial insurance applications
• Coordinating with carriers to obtain quotes and manage marketing efforts
• Creating and reviewing proposals, policies, endorsements, and binders
• Issuing certificates of insurance and auto ID cards
• Managing policy updates, invoicing, and servicing activities
• Maintaining strong relationships with clients, carriers, and internal teams
• Ensuring accuracy, efficiency, and timely service throughout the account lifecycle

What We’re Looking For

The ideal candidate is detail-oriented, proactive, and experienced in servicing commercial insurance accounts.

Qualifications include:

• 4+ years of commercial lines insurance experience managing a small commercial book of business
• Active Property & Casualty License
• Strong proficiency in Microsoft Office, including Excel and Word
• Excellent communication and organizational skills
• Experience working with carrier rating platforms and underwriting systems
• AMS360 experience strongly preferred
• Ability to manage multiple priorities while maintaining exceptional client service
• Eagerness to learn, grow, and take on new challenges.
• Bilingual skills (Spanish preferred) are a plus but not required.

Why Join Leavitt Coastal Valley?

We offer a collaborative culture, career growth opportunities, and a strong commitment to work-life balance.

What We Offer

• Competitive compensation: $65,000–$75,000 DOE
• Paid licensing 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 and employee support resources
• Career growth opportunities within a national organization