Commercial Lines Account Manager

Leavitt GroupHarrisonville, MO

About The Position

This position works closely with the Commercial Lines Manager and Account Executives to support and service a book of commercial accounts. You will play a key role in the marketing, proposal, and servicing process while ensuring accuracy and timely delivery for clients.

Requirements

  • Active Property & Casualty (P&C) license required
  • 4+ years of commercial lines experience preferred
  • Experience with carrier rating systems
  • AMS360 experience preferred
  • Strong proficiency in Microsoft Office (Excel, Word)
  • Excellent written and verbal communication skills
  • Strong attention to detail and organizational skills

Responsibilities

  • Prepare applications and submissions using underwriting information provided by Producers
  • Coordinate daily with Commercial Lines Account Managers and leadership on deadlines and priorities
  • Work with internal service teams to ensure timelines are met
  • Assist in marketing accounts and placing business with selected carriers
  • Follow up with insurance carriers for quotes and additional information
  • Prepare proposals and client presentation materials
  • Review submissions, quotes, and proposals for accuracy and consistency
  • Make updates based on client meetings and Producer direction
  • Assist with binding coverage and obtaining client signatures
  • Issue certificates of insurance
  • Review policies and endorsements for accuracy
  • Support invoicing and documentation processes

Benefits

  • Health, Dental, and Vision Insurance
  • 401(k) with employer match
  • HSA and FSA options
  • Paid vacation and sick time
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