Assistant Commercial Lines Account Manager
At a glance
Mid-level Account Management role at Leavitt Group. Santa Maria · full-time · $41,000–$52,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Support account managers with day-to-day commercial lines servicing and client requests
- Respond to client questions and concerns, keeping communication timely and professional
- Build accurate insurance proposals and check endorsements against client coverage requirements
- Prepare certificates of insurance and keep policy records, meetings, activities, and follow-ups current
- Work with the team to provide efficient service to a varied commercial client base
What you bring
- A current California Property and Casualty Insurance License is required
- You bring at least one year of commercial lines insurance experience, or strong commercial lines knowledge as an entry-level candidate
- You communicate clearly in writing and conversation with clients, carriers, and coworkers
- You can prioritize incoming work, respond quickly, and follow tasks through accurately
- Experience with AMS360 is preferred
Who this fits
This role suits an organized, detail-focused person building a career in commercial insurance who is ready to support account managers directly. You will work onsite in Santa Maria, California, with mentorship and training available. Spanish is useful 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:
Must hold a current California Property & Casualty Insurance License
1+ years previous experience in Commercial Lines insurance. (entry-level candidates with strong knowledge of Commercial Lines may be considered)
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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