Assistant Commercial Lines Account Manager

Leavitt Group•Santa Maria, CA

8d•$41,000 - $52,000•Onsite

About The Position

Leavitt Coastal Valley, a Leavitt Group affiliate, is seeking a motivated and detail-oriented Assistant Commercial Lines Account Manager to join their team in Santa Maria, CA. As an Assistant Commercial Lines Account Manager, you will play a key role in supporting our Account Managers with daily client service needs. This position is ideal for someone who is highly organized, demonstrates a strong work ethic, and is eager to build a rewarding career in the insurance industry.

Requirements

Must hold a current California Property & Casualty Insurance License
1+ years previous experience in Commercial Lines insurance. (entry-level candidates with strong knowledge of Commercial Lines may be considered)
Eagerness to learn, grow, and take on new challenges.
Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
Possesses strong time management skills with the ability to prioritize tasks, respond promptly, and maintain high-quality work with timely follow-through.

Nice To Haves

Preferred Agency Management System Experience: AMS360
Bilingual skills (Spanish preferred) are a plus but not required.

Responsibilities

Support and assist Account Managers with servicing tasks.
Manage incoming service requests from clients and promptly address their inquiries or concerns.
Assist in creating professional and accurate insurance proposals for presentation to our clients.
Review endorsements to verify accuracy and compliance with clients' insurance requirements.
Prepare and issue certificates of insurance as required by clients.
Maintain excellent communication with clients and team members in a professional and timely manner.
Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
Collaborate effectively within a team to deliver efficient, high-quality service to a diverse client base.