Commercial Lines Account Manager-Remote, CA
Posted 2025-06-17
Remote, USA
Full-time
Immediate Start
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
- 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
- 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
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