Commercial Lines Account Manager
At a glance
Mid-level Account Management role at Leavitt Group. Cut Bank · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Set service schedules with agents and keep commercial account work moving against them
- Coordinate with markets, carriers, and underwriters while new quotes are being developed
- Chase quotations, binders, policies, and endorsements from markets and underwriters
- Price new commercial business through carrier rating tools, websites, and applications
- Build proposal booklets and complete daily work in the agency management system
What you bring
- Hold a Montana Property and Casualty license, or be ready to secure one within the required timeframe
- Bring strong spoken and written communication along with solid digital skills
- Three years of agency experience is preferred for this commercial account work
- Experience with carrier rating software or AMS360 would be useful, as would a bachelor’s degree
Who this fits
You’ll suit this role if you want an onsite commercial lines account management position working closely with agents and account managers in Cut Bank, Montana. The work fits someone comfortable balancing daily deadlines, ongoing projects, carrier coordination, and client account support. A Montana license is required, either already held or obtained within the stated timeframe.
From the employer
Leavitt Great West is a local agency in Montana that continues to work on their culture and a meaningful work life balance for their employees. Leavitt Great West is looking to add new talent to their Commercial Lines team located in Cut Bank, Montana.
Local Agency Website: https://www.leavitt.com/greatwest/
As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 290 locations across 31 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.
A Commercial Lines Account Manager collaborates closely with agents and other account managers in providing ongoing support to their commercial accounts. This candidate would want to work in an atmosphere of skilled, motivated, happy people who work together in an environment of teamwork, loyalty, and mutual respect.
Responsibilities:
Develop and manage service timelines with agents
Work with different markets, insurance carriers, and underwriters throughout the quote process
Follow up with different markets/underwriters for quotations, binders, policies, endorsements, etc.
Quote new business with carrier rating software, websites and applications
Create proposal booklets
Working daily in our Agency Management System
Daily ongoing deadlines and on-going projects/tasks
Requirements:
Valid Property and Casualty license in Montana; or willingness to obtain within 90 days
Preferred 3 Years agency experience
Must have digital competence
Must have strong oral and written communication skills
Preferred experience with carrier rating software
Preferred bachelor’s degree or higher
Preferred experience with AMS360
Benefits:
Leavitt Great West offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.
You’ll enjoy:
A people-first culture that values work-life balance
Ongoing training and career development opportunities including paid license renewal and continuing education
The tools and support you need to succeed
The chance to work with reputable carriers and a diverse book of business
Recognition and rewards
Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
Health, Vision, Dental, HSA/FSA, & Life Insurance
Paid time off (vacation & sick time)
Apply today and help us continue delivering exceptional service and support to our clients.
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