Commercial Lines Account Manager

A Leavitt Group affiliate, Leavitt Elite Insurance, in Mooresville , NC is looking to add new talent to their Commercial Lines team.

A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. 

The right candidate has 3- 6 or more years of experience working in the insurance industry with commercial clients.

Responsibilities:

Prepare the applications for the submission with underwriting information provided by the Producer.

• Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks

• Work with the service staff to meet timeline (deadlines)

• Work with assigned Account Executive on marketing procedures with discussed selected markets

• Follow up with Markets for quotations

• Create the proposal under the direction of the Account Executive

• Create Proposal booklets

• Check for any discrepancy’s b/w submission/quotation/proposal

• Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive

• Work with Producer to provide binders of insurance/Get client sign off

• Certificate issuance

• Check policies with submission/quotation/proposal

• Invoice

• Check endorsements against Account Executive requests

• Issue auto ID Cards

Requirements:

• 3-6 + years experience with working a small commercial lines book of business.

• Active Property & Casualty license

• Must have strong computer software and in using Microsoft Office i.e. Excel, Word

• Must have strong oral and written communication skills

• Must have experience with carrier rating software

• Experience with the AMS 360 is highly preferred

Benefits

• Remote within the regional area 

• Competitive Compensation (DOE)

• Paid License renewal and continuing education

• Attractive Benefits package, including 401 K

• Health Plan, Vision, Dental, FSA, & Life Insurance

• Paid time off (vacation & sick time)

• Wellness program 

As a national company, Leavitt Group is in over 250 locations across 27 states. We are always looking for talented individuals who want to further their career and grow with us.

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