Commercial Lines Account Manager-Remote, CA
Leavitt Coastal Valley, a Leavitt Group affiliate in Santa Maria, CA is looking to add an experienced commercial lines account manager to their team. This is a remote opportunity within the California regional area.The right candidate has 4-5 or more years of experience working in the insurance industry with commercial clients.SummaryAs a Commercial Lines Account Manager, you will be instrumental in managing client accounts and delivering tailored insurance solutions. This role is vital to our mission of providing exceptional service and building lasting relationships with our 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
Collaborate 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
Qualifications
4- 5 + years of proven experience in insurance account management in commercial lines within an insurance agency.
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 California regional area
Compensation between (50K- 85K) DOE
Paid License renewal and continuing education
Attractive Benefits package, including 401k
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.#LI-DM1
Apply for the job now!
Apply Now
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
Collaborate 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
Qualifications
4- 5 + years of proven experience in insurance account management in commercial lines within an insurance agency.
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 California regional area
Compensation between (50K- 85K) DOE
Paid License renewal and continuing education
Attractive Benefits package, including 401k
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.#LI-DM1
Apply for the job now!
Apply Now