Commercial Lines Account Manager

Leavitt Group•Santa Maria, CA

8d•$65,000 - $75,000•Onsite

About The Position

Leavitt Coastal Valley, a proud affiliate of Leavitt Group, is seeking a talented, relationship-driven Commercial Lines Account Manager to join our team in Santa Maria, CA. If you enjoy building client relationships and delivering exceptional service, this is a great opportunity to grow your career with one of the nation’s largest privately held insurance brokerages. You’ll support and service a diverse portfolio of commercial clients, delivering exceptional customer care while ensuring coverage needs are handled accurately, efficiently, and with attention to detail.

Requirements

4+ years of commercial lines insurance experience managing a small commercial book of business
Active Property & Casualty License
Strong proficiency in Microsoft Office, including Excel and Word
Excellent communication and organizational skills
Experience working with carrier rating platforms and underwriting systems
Ability to manage multiple priorities while maintaining exceptional client service
Eagerness to learn, grow, and take on new challenges.

Nice To Haves

AMS360 experience strongly preferred
Bilingual skills (Spanish preferred) are a plus but not required.

Responsibilities

Preparing and submitting commercial insurance applications
Coordinating with carriers to obtain quotes and manage marketing efforts
Creating and reviewing proposals, policies, endorsements, and binders
Issuing certificates of insurance and auto ID cards
Managing policy updates, invoicing, and servicing activities
Maintaining strong relationships with clients, carriers, and internal teams
Ensuring accuracy, efficiency, and timely service throughout the account lifecycle