Commercial Account Manager -Lead

Posted 4 Days Ago
Be an Early Applicant
San Jose, CA, USA
Hybrid
130K-160K Annually
Senior level
Insurance
The Role
Lead management of a complex commercial insurance book, mentor and coach Commercial Lines account managers, resolve complex renewals and coverage issues, improve workflows and service standards, partner with producers on client solutions, and support department initiatives and workload balancing.
Summary Generated by Built In

Leavitt Pacific Insurance Brokers is seeking a Senior Commercial Account Manager / Team Lead to serve as a technical leader within our Commercial Lines department. This is an excellent opportunity for someone who enjoys managing complex accounts while mentoring others, improving workflows, and helping shape the future of a growing agency.

If you're looking for a leadership role where your experience and ideas will make a difference, we'd love to talk with you.

What You'll Do

In this role, you'll manage a complex commercial book of business while serving as a resource and mentor for our Commercial Lines team. You'll work closely with Producers and agency leadership to improve processes, strengthen service standards, and help develop the next generation of Account Managers.

Responsibilities

  • Manage and retain a complex commercial lines book of business

  • Provide technical guidance and mentoring to Commercial Account Managers

  • Review complex renewals and assist with challenging coverage and carrier issues

  • Help improve workflows, efficiencies, and department processes

  • Monitor service standards and quality expectations

  • Partner with Producers to develop solutions for clients

  • Assist leadership with workload balancing and department initiatives

  • Support employee development through coaching and training

  • Promote accountability, collaboration, and continuous improvement

What We're Looking For

  • 10+ years of Commercial Lines insurance experience

  • Extensive experience managing complex commercial accounts

  • Active California Property & Casualty License

  • Leadership, mentoring, or supervisory experience preferred

  • Strong understanding of commercial coverages, carrier relationships, and marketing strategies

  • Experience with AMS360 or similar agency management systems

  • Professional designations such as CIC, CPCU, CRM, ARM, CRIS, or similar preferred.

Benefits

  • Competitive salary

  • Medical, dental, and vision insurance

  • 401(k) with company match

  • Paid time off and holidays

  • Professional development opportunities

  • Collaborative leadership team

  • Technology-focused environment

  • Opportunity to influence department strategy and operations

  • Career growth opportunities

Compensation

$130,000–$160,000 annually, depending on qualifications and experience, plus eligibility for quarterly performance bonuses and new business commissions.

About Us

Leavitt Pacific Insurance Brokers provides innovative commercial insurance and risk management solutions to businesses throughout California. We believe in investing in our people, building lasting client relationships, and creating an environment where employees can grow professionally while making a meaningful impact.

If you're an experienced Commercial Lines professional looking to lead, mentor, and help shape the future of a growing organization, we'd like to hear from you.

#LI-DM1

Skills Required

  • 10+ years of Commercial Lines insurance experience
  • Extensive experience managing complex commercial accounts
  • Active California Property & Casualty License
  • Strong understanding of commercial coverages, carrier relationships, and marketing strategies
  • Experience with AMS360 or similar agency management systems
  • Leadership, mentoring, or supervisory experience
  • Professional designations such as CIC, CPCU, CRM, ARM, CRIS, or similar
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The Company
HQ: Cedar City, UT
943 Employees
Year Founded: 1952

What We Do

As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.

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