Assistant Commercial Lines Account Manager
At a glance
Manager-level Account Management role at Leavitt Group. Santa Maria · full-time · $41,000–$52,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Handle client service requests and follow up on questions or concerns promptly
- Help account managers prepare accurate insurance proposals and check endorsements against client requirements
- Prepare certificates of insurance when clients need them
- Update policies, record client meetings and activities, and track follow-ups in the client management system
- Keep clients and teammates informed while helping deliver timely service
What you bring
- Hold a Property and Casualty license, or be willing to earn one within the stated onboarding window
- Communicate clearly in writing and conversation with clients, carriers and teammates
- Prioritize requests, manage your time and follow through while maintaining accurate work
Who this fits
This Santa Maria role is onsite and supports account managers with day-to-day commercial lines service. Commercial lines experience is preferred, while entry-level candidates willing to learn are also encouraged. Spanish and AMS360 experience are helpful but optional.
From the employer
Leavitt Coastal Valley-Assistant Commercial Lines Account Manager
Leavitt Coastal Valley, a Leavitt Group affiliate, is seeking a motivated and detail-oriented Assistant Commercial Lines Account Manager to join their team in Santa Maria, CA.
As an Assistant Commercial Lines Account Manager, you will play a key role in supporting our Account Managers with daily client service needs. This position is ideal for someone who is highly organized, demonstrates a strong work ethic, and is eager to build a rewarding career in the insurance industry.
Responsibilities
Support and assist Account Managers with servicing tasks.
Manage incoming service requests from clients and promptly address their inquiries or concerns.
Assist in creating professional and accurate insurance proposals for presentation to our clients.
Review endorsements to verify accuracy and compliance with clients' insurance requirements.
Prepare and issue certificates of insurance as required by clients.
Maintain excellent communication with clients and team members in a professional and timely manner.
Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
Collaborate effectively within a team to deliver efficient, high-quality service to a diverse client base.
What We Are Looking For:
Property and Casualty License of willingness to obtain one within the first 45-60 days of employment.
Commercial Lines insurance experience is preferred; however, entry-level candidates with the willingness to learn are encouraged to apply.
Eagerness to learn, grow, and take on new challenges.
Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
Possesses strong time management skills with the ability to prioritize tasks, respond promptly, and maintain high-quality work with timely follow-through.
Preferred Agency Management System Experience: AMS360
Bilingual skills (Spanish preferred) are a plus but not required.
What We Offer:
Between $41K-$52K, depending on experience
Paid license renewal and continuing education
Mentorship and training provided
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
As a national company, the Leavitt Group is one of the largest privately held insurance agency brokerage in the nation, with over 275 locations across 28 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
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