Commercial Lines Account Manager

Leavitt Group•Rapid City, SD

About The Position

Leavitt Heartland Insurance Services, a Leavitt Group affiliate, is seeking a Commercial Lines Account Manager to join its team in Rapid City, South Dakota. The role serves as a trusted resource for commercial clients and works closely with producers, account executives, carriers, and other service-team members. The account manager oversees the day-to-day needs of assigned accounts, supports renewals and remarketing, identifies additional coverage opportunities, and assists clients with coverage questions, policy changes, claims, and other insurance needs. This opportunity is suited to someone with established commercial insurance experience who enjoys building client relationships, solving problems, and helping less-experienced team members grow.

Requirements

At least 3 years of commercial insurance agency experience, preferably as a Commercial Lines Account Manager.
Active Property & Casualty license.
Strong working knowledge of commercial insurance coverages, carrier requirements, policy forms, quoting, renewals, and account servicing.
Experience marketing and remarketing commercial accounts and working directly with insurance carriers.
Strong client-service mindset and ability to communicate coverage information clearly and professionally.
Ability to manage multiple accounts, deadlines, renewals, and client requests while maintaining accuracy and follow-through.
Ability to take ownership of client issues and collaborate to resolve problems.
Ability to delegate appropriately and provide support or guidance to other team members.
Proficiency with Microsoft Office and ability to learn and work effectively within agency management and carrier systems.
High school diploma or GED.

Nice To Haves

CISR or CISR Elite designation, or willingness to work toward the designation.

Responsibilities

Manage and service an assigned book of commercial insurance accounts, emphasizing client retention and satisfaction.
Answer client coverage questions, recommend appropriate coverage options, and process policy changes.
Manage renewal and remarketing activity by gathering underwriting information, completing applications, preparing submissions, and working with carriers to obtain competitive terms.
Review carrier quotes for pricing and coverage and organize recommendations for producers and account executives.
Prepare accurate, professional insurance proposals for clients and prospects.
Quote new business and support producers and sales team members throughout the placement process.
Issue certificates of insurance, auto ID cards, and other insurance verification documents.
Review policies and carrier documents for accuracy and follow up on discrepancies or outstanding items.
Monitor pending cancellations and assist with premium collection and account reconciliation when needed.
Assist clients with claims reporting and follow up with internal and carrier partners regarding claim status.
Proactively review client accounts to identify coverage gaps, additional coverage needs, and cross-selling opportunities.
Stay informed about carrier products, underwriting requirements, policy forms, binding authority, and industry changes.
Mentor and support account management team members by sharing knowledge and appropriately delegating work.
Build positive, professional relationships with clients, carrier partners, and internal team members.