Commercial Lines Account Manager
At a glance
Mid-level Account Management role at Leavitt Group. Lancaster · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Prepare commercial account submissions with underwriting details from the producer, then pursue market quotations
- Coordinate deadlines and active work with the Commercial Lines Manager and service staff
- Build proposal materials, including booklets, and revise quotes after producer-led client meetings
- Review submissions, quotes, proposals, policies, and endorsements for discrepancies or requested changes
- Issue binders, certificates, auto ID cards, invoices, and obtain client approval where needed
What you bring
- At least three years handling a small commercial lines book of business
- An active Property and Casualty license
- Strong Microsoft Office capability, including Excel and Word, plus carrier rating software experience
- Clear written and spoken communication skills
Who this fits
This role suits an insurance professional who supports commercial producers, account executives, managers, service staff, and carrier markets. The job is based in Lancaster and is offered in an office or hybrid arrangement. AMS 360 experience is preferred.
From the employer
Spotts Insurance Group a Leavitt Group affiliate has been providing insurance protection and peace of mind to our clients since 1993. Their mission is to educate and offer solutions that help clients protect and grow their assets. Spotts Insurance Group takes pride in helping you select a comprehensive insurance package tailored specifically to your business or personal needs.
A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3-4 or more years of experience working in the insurance industry with commercial clients.
Responsibilities:
Prepare the applications for the submission with underwriting information provided by the Producer.
Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks
Work with the service staff to meet timeline (deadlines)
Work with assigned Account Executive on marketing procedures with discussed selected markets
Follow up with Markets for quotations
Create the proposal under the direction of the Account Executive
Create Proposal booklets
Check for any discrepancy’s b/w submission/quotation/proposal
Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive
Work with Producer to provide binders of insurance/Get client sign off
Certificate issuance
Check policies with submission/quotation/proposal
Invoice
Check endorsements against Account Executive requests
Issue auto ID Cards
Requirements:
3-5 years experience with working a small commercial lines book of business.
· Active Property &Casualty license
· Must have strong computer software and in using Microsoft Office i.e. Excel, Word
Must have strong oral and written communication skills
Must have experience with carrier rating software
Experience with the AMS 360 is highly preferred
Benefits
In office / hybrid
Paid License renewal and continuing education
Attractive Benefits package, including 401k
Health Plan, Vision, Dental, FSA, & Life Insurance
Paid time off (vacation & sick time)
Wellness program
As a national agency broker company, Leavitt Group is in over 250 locations across 28 states.
We are always looking for talented individuals who want to further their career and grow with us.
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