Commercial Lines Account Manager - Remote

Full Time
Elk Grove, CA 95758
Posted
Job description

The Leavitt Groups, affiliate Leavitt United Insurance Services, is looking for a Commercial Lines Account Manager.

Remote - Must be willing to work in the Pacific Time Zone

This position will work closely with the commercial lines manager in providing ongoing support to their commercial accounts.

Responsibilities are assisting as follows:

  • Prepare the applications for the submission with underwriting information provided by the producer
  • Daily ongoing relationship with Commercial Lines Account Manager and Commercial Lines Manager regarding specific deadlines and ongoing projects/tasks
  • Work with the service staff to meet timeline (deadlines)
  • Work with assigned Commercial Lines Account Manager and 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
  • 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


Qualifications

  • Must have Agriculture/Farm experience
  • Crop insurance experience preferred
  • 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
  • Must have a current P&C license
  • 2-3 years of experience preferred


Leavitt United Insurance Services
, a Leavitt Group office offers a full benefits package including;

  • $70,000-$85,000 DOE
  • Health Insurance
  • Dental and Vision Insurance
  • 401(k) with matching employer contributions.
  • HSA and FSA
  • Paid sick and vacation leave

Leavitt.com/LUIS

As a national company with over 185 locations in 26 states, we’re always looking for talented individuals who want to further their career and grow with us.

Who are we? Please visit Leavitt.com

As the 14th largest privately-held insurance brokerage in the nation*, we bring you the national resources, experience, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy.

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