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Leavitt Group

Commercial Lines Account Manager

Posted Yesterday
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In-Office
5 Locations
Junior
In-Office
5 Locations
Junior
Manage and service commercial insurance clients by handling coverage questions, renewals, applications, policy changes, claims assistance, billing inquiries, and policy documentation. Collaborate with producers, carriers, and accounting to quote and support new and renewal business. Maintain accurate client records in AMS360, prepare certificates and endorsements, and stay current on insurance products and market trends.
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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 company 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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