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Commercial Lines Account Manager - Remote

Posted 1 week ago
Sales / Business
Full Time
CA, USA
$60,000 - $75,000/year

Overview

Leavitt United Insurance Services is seeking an experienced Commercial Lines Account Manager to service a book of business primarily consisting of farm accounts, working closely with a producer.

In Short

  • Prepare applications and underwriting information.
  • Maintain relationships with account managers and service staff.
  • Assist in marketing procedures and follow up with markets for quotations.
  • Create proposals and proposal booklets.
  • Ensure accuracy between submissions, quotations, and proposals.
  • Coordinate with producers for insurance binders and client sign-offs.
  • Issue certificates and check policies against requests.
  • Handle invoicing and endorsements.
  • Must have a current P&C license in California or Nevada.
  • Requires strong computer skills, particularly in Microsoft Office.

Requirements

  • 5+ years of experience in account management.
  • Strong oral and written communication skills.
  • Experience with carrier rating software.
  • Ability to work in a distraction-free environment.
  • Reliable internet connection and must work Pacific Time.

Benefits

  • Competitive salary between $60,000 and $75,000.
  • Paid license renewal and continuing education.
  • Recognition and rewards.
  • Attractive benefits package including 401k and wellness program.
  • Vision, Dental, HSA/FSA, & Life Insurance.
  • Paid time off for vacation and sick leave.

L.G

Leavitt Group

Leavitt Group is a prominent insurance agency located in Salinas, CA, specializing in commercial insurance solutions. The company is dedicated to providing exceptional customer service and support to its clients, helping them develop and retain their commercial insurance business. With a focus on maintaining strong relationships with customers and carriers, Leavitt Group emphasizes the importance of accurate documentation, effective communication, and comprehensive coverage recommendations. The agency offers a competitive salary and benefits package, including health plans and a 401k with company matching, while promoting a flexible work environment that includes hybrid and remote options.

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