Commercial Lines Account Manager
At a glance
Mid-level Account Management role at Leavitt Group. Santa Maria · full-time · $65,000–$75,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Service a varied commercial client portfolio, resolving coverage needs accurately and promptly
- Prepare commercial applications, seek carrier quotes, and coordinate the related marketing work
- Build proposals, policies, endorsements, and binders for client review
- Issue certificates and auto identification cards while handling policy changes, billing, and other service work
- Keep clients, carriers, and internal partners informed throughout each account's lifecycle
What you bring
- At least four years managing a small commercial insurance book of business
- An active Property and Casualty license for commercial account servicing
- Strong working ability in Microsoft Excel and Word
- Experience with carrier rating and underwriting platforms, with AMS360 experience strongly preferred
Who this fits
This role suits a detail-focused account manager who can juggle competing service needs while maintaining client relationships. You will work onsite in Santa Maria, California, and bilingual Spanish ability can help but is not required.
From the employer
Leavitt Coastal Valley, a proud affiliate of Leavitt Group, is seeking a talented, relationship-driven Commercial Lines Account Manager to join our team in Santa Maria, CA.
If you enjoy building client relationships and delivering exceptional service, this is a great opportunity to grow your career with one of the nation’s largest privately held insurance brokerages.
What You’ll Do
You’ll support and service a diverse portfolio of commercial clients, delivering exceptional customer care while ensuring coverage needs are handled accurately, efficiently, and with attention to detail.
Your responsibilities will include:
Preparing and submitting commercial insurance applications
Coordinating with carriers to obtain quotes and manage marketing efforts
Creating and reviewing proposals, policies, endorsements, and binders
Issuing certificates of insurance and auto ID cards
Managing policy updates, invoicing, and servicing activities
Maintaining strong relationships with clients, carriers, and internal teams
Ensuring accuracy, efficiency, and timely service throughout the account lifecycle
What We’re Looking For
The ideal candidate is detail-oriented, proactive, and experienced in servicing commercial insurance accounts.
Qualifications include:
4+ years of commercial lines insurance experience managing a small commercial book of business
Active Property & Casualty License
Strong proficiency in Microsoft Office, including Excel and Word
Excellent communication and organizational skills
Experience working with carrier rating platforms and underwriting systems
AMS360 experience strongly preferred
Ability to manage multiple priorities while maintaining exceptional client service
Eagerness to learn, grow, and take on new challenges.
Bilingual skills (Spanish preferred) are a plus but not required.
Why Join Leavitt Coastal Valley?
We offer a collaborative culture, career growth opportunities, and a strong commitment to work-life balance.
What We Offer:
Competitive compensation: $65,000–$75,000 DOE
Paid licensing 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 and employee support resources
Career growth opportunities within a national organization
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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