Commercial Lines Account Manager

Leavitt Group • Elk Grove, CA

3d • Hybrid

About The Position

Leavitt United Insurance Services, a Leavitt Group affiliate, is seeking a motivated Commercial Lines Account Manager to join their growing team. This role is ideal for a service-driven insurance professional with a passion for commercial lines and experience working with contractor and construction clients. The position involves partnering closely with producers and commercial lines managers to support mid-sized accounts, ensuring a seamless, high-touch client experience. The company fosters a culture of trust, collaboration, and professional growth, offering the strength of a national brand with the heart of a local agency.

Requirements

• Active Property & Casualty license in the state of California
• Experience managing commercial insurance accounts, especially in contractor and construction segments
• Strong understanding of agency operations and account service workflows
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
• Skilled in navigating carrier rating software
• Excellent written and verbal communication skills
• Detail-oriented, organized, and comfortable working in a fast-paced environment

Nice To Haves

• Experience with AMS360 is highly preferred
• Bilingual in Spanish is a plus

Responsibilities

• Preparing accurate and complete insurance applications using underwriting info provided by the producer
• Collaborating daily with the Commercial Lines Manager on key deadlines and ongoing projects
• Coordinating with internal service teams to ensure timely, client-focused execution
• Supporting marketing efforts alongside your assigned Account Executive, including market selection and outreach
• Following up with carriers for quotations and ensuring timely proposal development
• Creating and revising proposals per Account Executive direction and producer/client meetings
• Verifying consistency between submissions, quotes, and final proposals
• Assisting producers with binder issuance and obtaining client sign-offs
• Managing certificate issuance, invoicing, and policy checks
• Reviewing endorsements for accuracy and processing auto ID cards

Benefits

• 401k
• wellness program that allow you to earn dollars toward your HSA account
• Vision, Dental, HSA/FSA, & Life Insurance
• Paid time off (vacation & sick time)
• Ongoing training and career development opportunities including paid license renewal and continuing education

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed