Commercial Account Manager -Lead

Leavitt GroupSan Jose, CA
$130,000 - $160,000Onsite

About The Position

Leavitt Pacific Insurance Brokers is seeking a Senior Commercial Account Manager / Team Lead to serve as a technical leader within our Commercial Lines department. This is an excellent opportunity for someone who enjoys managing complex accounts while mentoring others, improving workflows, and helping shape the future of a growing agency. If you're looking for a leadership role where your experience and ideas will make a difference, we'd love to talk with you. In this role, you'll manage a complex commercial book of business while serving as a resource and mentor for our Commercial Lines team. You'll work closely with Producers and agency leadership to improve processes, strengthen service standards, and help develop the next generation of Account Managers.

Requirements

  • 10+ years of Commercial Lines insurance experience
  • Extensive experience managing complex commercial accounts
  • Active California Property & Casualty License
  • Strong understanding of commercial coverages, carrier relationships, and marketing strategies
  • Experience with AMS360 or similar agency management systems

Nice To Haves

  • Leadership, mentoring, or supervisory experience preferred
  • Professional designations such as CIC, CPCU, CRM, ARM, CRIS, or similar preferred.

Responsibilities

  • Manage and retain a complex commercial lines book of business
  • Provide technical guidance and mentoring to Commercial Account Managers
  • Review complex renewals and assist with challenging coverage and carrier issues
  • Help improve workflows, efficiencies, and department processes
  • Monitor service standards and quality expectations
  • Partner with Producers to develop solutions for clients
  • Assist leadership with workload balancing and department initiatives
  • Support employee development through coaching and training
  • Promote accountability, collaboration, and continuous improvement

Benefits

  • Competitive salary
  • Medical, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Professional development opportunities
  • Collaborative leadership team
  • Technology-focused environment
  • Opportunity to influence department strategy and operations
  • Career growth opportunities
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