Commercial Lines Account Manager

Leavitt Group•Bristol, VA

16d•$60,000 - $80,000

About The Position

BTJ Insurance, a Leavitt Group affiliate located in Bristol, VA , is looking for an experienced Commercial Lines Account Manager to join our team. This role provides essential support to the commercial lines manager and account executive team, playing a key role in servicing and retaining commercial accounts. The Commercial Lines Account Manager will assist with preparing submissions, proposals, certificates, and other client-facing documents, while ensuring accuracy and consistency across all stages of the commercial insurance process. This position requires strong attention to detail, excellent communication, and experience working in a fast-paced agency environment.

Requirements

Active Property & Casualty license preferred
3–4 years of commercial lines experience preferred
Proficient in AMS360
Strong working knowledge of Microsoft Office , especially Word and Excel
Excellent verbal and written communication skills
Highly organized with strong follow-through and attention to detail

Responsibilities

Prepare applications for submission using underwriting information from the producer
Collaborate daily with the Commercial Lines Manager and Account Managers to meet project deadlines
Support service staff with time-sensitive tasks and workflows
Assist with marketing strategies, including working with selected markets and following up on quotes
Create detailed proposals and professional proposal booklets
Review and reconcile submissions, quotations, and proposals to ensure consistency
Make updates based on client meetings and producer direction
Assist in obtaining binders of insurance and client sign-off
Issue certificates and process invoicing
Review issued policies against submitted documentation and proposal
Verify endorsements align with Account Executive requests
Support producers and teammates with various administrative and service duties