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Leavitt Group

Commercial Lines Account Manager

Posted 8 Days Ago
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In-Office
Greensboro, NC
Junior
In-Office
Greensboro, NC
Junior
The Commercial Lines Account Manager will oversee client relationships, manage policy servicing, collaborate with team members, and ensure compliance with guidelines.
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A Leavitt Group affiliate, All About Insurance is looking to add new talent to their Commercial Lines team in Greensboro, NC.

The Commercial Lines Account Manager will support small to middle market clients, serving as their primary point of contact. This role involves building and maintaining strong, trusted relationships with both clients and carrier partners. Day-to-day responsibilities will include a mix of client communication, policy servicing, problem-solving, and close collaboration with producers and carriers to ensure a high level of service and support.

Responsibilities:

  • Provide proactive service, such as sending reminders, suggesting coverage reviews, or pointing out gaps to mitigate risk

  • Prepare the applications for the submission, utilizing underwriting information provided by the Producer

  • Manage all aspects of policy servicing, including renewals, endorsements, certificates, and claims support

  • Maintain daily communication with Commercial Lines Manager to ensure specific deadlines and on-going projects/tasks are completed

  • Collaborate with producers, carrier representatives, and team members to deliver excellent service

  • Prepare renewal proposals and support producers in marketing and presenting coverage options

  • Ensure accurate documentation and compliance with agency and carrier guidelines by verifying that issued policies align with the original submissions, quotes, and proposal documents

Requirements:

  • 2+ years of experience in commercial lines account management (entry-level candidates with strong knowledge of Commercial Lines may be considered).

  • Active Property & Casualty license

  • Solid understanding of insurance products and coverage types relevant to small and middle market clients.

  • Strong computer software and in using Microsoft Office i.e., Excel, Word

  • Exceptional communication, organizational, and problem-solving skills

  • Experience with carrier rating software

  • Experience with the AMS 360 is highly preferred

Benefits

  • Competitive Compensation

  • Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account

  • Vision, Dental, HSA/FSA, & Life Insurance

  • Paid time off (vacation & sick time)

  • Wellness program

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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Top Skills

Ams 360
Carrier Rating Software
MS Office

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