Commercial Lines Account Manager
At a glance
Mid-level Account Management role at Leavitt Group. Mooresville · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Support commercial clients with coverage questions, claims help, billing issues, and day-to-day service
- Process renewals, applications, policy updates, certificates, binders, endorsements, and related documents
- Work with producers to market and quote new accounts and renewal opportunities
- Keep client and policy records accurate in AMS360 while coordinating billing matters with accounting
- Track industry developments, carrier offerings, and opportunities in the insurance market
What you bring
- At least two years handling commercial insurance accounts or serving insurance customers
- An active North Carolina Property and Casualty license is required
- Strong communication, organization, and multitasking abilities, plus Microsoft Office proficiency
Who this fits
This role suits someone who can independently manage commercial client service while coordinating closely with producers, carriers, and accounting. You’ll work onsite in Mooresville, United States. AMS360 or Agency Zoom experience helps, and a Life and Health license is an additional advantage.
From the employer
At Leavitt Elite Insurance Advisors (LEIA), we help our clients achieve peace of mind by protecting their assets, preparing for uncertainty, and building financial success. We believe in excellence, integrity, collaboration, and continual growth — doing the right thing, every time.
About the Role
As a Commercial Lines Account Manager, you’ll manage and service a diverse book of commercial clients, ensuring their coverage needs are met with precision and care. You’ll handle renewals, policy changes, claims support, and work closely with producers and carriers to deliver exceptional service and solutions.
What You’ll Do
Provide day-to-day support for commercial clients — from coverage questions to claims assistance.
Manage renewals, applications, and policy changes to ensure seamless coverage.
Collaborate with producers to market and quote new and renewal business.
Maintain accurate client and policy data in AMS360.
Prepare certificates, binders, endorsements, and other policy documents.
Support clients with billing inquiries and coordinate with accounting.
Stay current on industry trends, carrier products, and market opportunities.
What We’re Looking For
2+ years of experience in commercial insurance account management or customer service.
Strong communication, organization, and multitasking skills.
Proficiency in Microsoft Office; AMS360 or Agency Zoom experience a plus.
NC Property & Casualty License (required), Life & Health license a plus.
A team-oriented mindset with a focus on excellence and client satisfaction.
Why Join LEIA
Competitive pay and growth opportunities.
Comprehensive benefits: Medical, dental, vision, life, and disability coverage.
401(k) with company match.
Paid time off for vacation, sick days, and holidays.
Company-paid continuing education and licensing support.
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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