Commercial Lines Account Manager

Posted 3 Days Ago
Be an Early Applicant
2 Locations
In-Office
45K-65K Annually
Mid level
Insurance
The Role
Manage commercial insurance accounts: prepare submissions, coordinate with producers and account executives, obtain quotes, create proposals and proposal booklets, issue certificates, endorsements, invoices, and auto ID cards, and ensure policy accuracy and client binders.
Summary Generated by Built In

Farm Creek Insurance is looking to add new talent to their commercial lines team. This position can reside in either Nottingham or Cambridge , MD and is hybrid.

A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3-6 or more years of experience working in the insurance industry with commercial clients.

Responsibilities:

Prepare the applications for the submission with underwriting information provided by the Producer.

  • Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks

  • Work with the service staff to meet timeline (deadlines)

  • Work with assigned Account Executive on marketing procedures with discussed selected markets

  • Follow up with Markets for quotations

  • Create the proposal under the direction of the Account Executive

  • Create Proposal booklets

  • Check for any discrepancy’s b/w submission/quotation/proposal

  • Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive

  • Work with Producer to provide binders of insurance/Get client sign off

  • Certificate issuance

  • Check policies with submission/quotation/proposal

  • Invoice

  • Check endorsements against Account Executive requests

  • Issue auto ID Cards

Requirements:

  • 3 + years experience with working a small commercial lines book of business.

· Active Property &Casualty license

· Must have strong computer software and in using Microsoft Office i.e. Excel, Word

  • Must have strong oral and written communication skills

  • Must have experience with carrier rating software

  • Experience with the AMS 360 is highly preferred

Benefits

  • Hybrid in the Nottingham or Cambridge MD area

  • Compensation 45k-65 K +

  • Paid License renewal and continuing education

  • Attractive Benefits package, including 401k

  • Health Plan, Vision, Dental, FSA, & Life Insurance

  • Paid time off (vacation & sick time)

  • Wellness program

As a national company, Leavitt Group is in over 250 locations across 27 states. We are always looking for talented individuals who want to further their career and grow with us.

#LI-DM1

Skills Required

  • 3+ years experience working a small commercial lines book of business
  • Active Property & Casualty license
  • Proficiency with Microsoft Office (Excel, Word)
  • Strong oral and written communication skills
  • Experience with carrier rating software
  • Experience with AMS360
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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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