Commercial Lines Account Manager
At a glance
Manager-level Account Management role at Leavitt Group. Helena · full-time · no salary stated · we estimate $88,777–$150,000 across the United States.
Leavitt Group has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Coordinate service schedules with agents and keep commercial account work moving against those timelines
- Move quotes through carriers and underwriters, following up on pricing, binders, policies and endorsements
- Price new business using carrier rating systems, then prepare proposal booklets for clients
- Use the agency management system each day while tracking ongoing tasks and deadlines
What you bring
- You need digital skills and strong spoken and written communication
- Three years of agency work is preferred, along with a Montana Property and Casualty license
- Experience with carrier rating software, AMS360 and a bachelor’s degree or higher are preferred
Who this fits
This is an on-site account management role in Helena, Montana, supporting commercial accounts alongside agents and other account managers. It suits someone comfortable balancing daily client-service work, quote follow-ups and ongoing deadlines.
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 in Helena, MT.
Local Agency Website: https://www.leavitt.com/greatwest/
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:
Preferred Valid Property and Casualty license in Montana
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
Why Leavitt Insurance?
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
Vision, Dental, HSA/FSA, & Life Insurance
Paid time off (vacation & sick time)
Ready to make your next move?
Apply today and help us continue delivering excellent service to our commercial clients.
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 27 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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