Commercial Lines Account Manager
At a glance
Mid-level Account Management role at Leavitt Group. Medford · full-time · $55,000–$65,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Run assigned commercial accounts, handling policy changes, certificates, renewals, and coverage updates
- Respond to insured and producer questions while providing accurate, professional account service
- Review contracts and process lender requests tied to refinances, purchases, and renewals
- Build proposals and account documents in AMS360 while keeping AMS records compliant
- Work with producers on remarketing, renewals, new business quotes, billing, and claims coordination
What you bring
- An active Property and Casualty license is required
- At least two years managing a commercial lines book at an agency
- Strong command of P&C coverage and ancillary insurance lines
- Clear written and verbal communication, careful organization, and attention to compliance
Who this fits
You’ll fit this client-facing role if you are dependable, responsive, detail-oriented, and comfortable in a fast-paced setting. The job is onsite in Medford and supports both commercial clients and internal sales staff. References are required, and employment includes a contingent background check.
From the employer
Join Redwoods Insurance and unlock a career with unlimited potential.
At Redwoods, we believe in empowering self-starters who are dedicated to doing what is best for our clients. Our supportive and collaborative culture rewards hard work, initiative, and integrity. As part of our team, you will receive the training, mentorship, and tools you need to thrive and grow in your career.
This position supports our Commercial Lines team and provides essential service to both clients and internal sales staff.
Key Responsibilities:
As a Commercial Lines Account Manager, you will play a key role in maintaining strong relationships with clients and ensuring their insurance needs are met with care and accuracy. Your responsibilities will include:
Managing all aspects of assigned accounts; including policy changes, certificates, renewals, and coverage updates.
Providing excellent service by addressing inquiries from insureds and producers promptly and professionally.
Reviewing contracts and handling lender requests such as refinances, new purchases, and renewals.
Preparing summaries, proposals, and supporting documents through AMS360.
Maintaining accurate client and coverage information in AMS and ensuring compliance with documentation standards.
Remarketing and renewing policies as needed in collaboration with producers.
Reconciling carrier coverage forms, binding coverages, and processing billing for renewals, endorsements, and audits.
Assisting with claims intake and coordination with the Claims Department.
Quoting new lines of business for existing clients and assisting with new account development.
Skills & Experience:
We are looking for a dedicated professional who thrives in a fast-paced, client-focused environment.
Active Property & Casualty license required.
2+ years of agency experience managing a book of commercial lines business.
Strong knowledge of P&C coverages and ancillary lines.
Excellent verbal and written communication skills.
High attention to detail with strong organizational and compliance skills.
Dependable, responsive, and committed to delivering exceptional service.
What We Offer:
Between $55,000-$65,000 depending on experience
Paid license renewal and continuing education
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
References are required as part of our hiring process. A background check is contingent on employment.
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