Commercial Lines Account Manager

Leavitt Group•Mooresville, NC
•Onsite

About The Position

At Leavitt Elite Insurance Advisors (LEIA), the Commercial Lines Account Manager manages and services a diverse book of commercial clients, ensuring their coverage needs are met. The role handles renewals, policy changes, and claims support, and works closely with producers and carriers to provide client service and insurance solutions. Leavitt Group is a national insurance agency brokerage with over 275 locations across 28 states. It brokers commercial and personal lines insurance and is appointed with leading insurance markets, including exclusive representation with multiple insurance companies.

Requirements

  • At least 2 years of experience in commercial insurance account management or customer service.
  • Strong communication, organization, and multitasking skills.
  • Proficiency in Microsoft Office.
  • NC Property & Casualty License required.
  • A team-oriented mindset with a focus on excellence and client satisfaction.

Nice To Haves

  • Experience with AMS360 or Agency Zoom.
  • Life & Health license.

Responsibilities

  • Provide day-to-day support for commercial clients, including coverage questions and claims assistance.
  • Manage renewals, applications, and policy changes to ensure seamless coverage.
  • Collaborate with producers to market and quote new and renewal business.
  • Maintain accurate client and policy data in AMS360.
  • Prepare certificates, binders, endorsements, and other policy documents.
  • Support clients with billing inquiries and coordinate with accounting.
  • Stay current on industry trends, carrier products, and market opportunities.

Benefits

  • Competitive pay and growth opportunities.
  • Medical, dental, vision, life, and disability coverage.
  • 401(k) with company match.
  • Paid time off for vacation, sick days, and company holidays.
  • Company-paid continuing education and licensing support.
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