Leavitt Heartland Insurance Services, a Leavitt Group affiliate, is looking for a Commercial Lines Account Manager to join their team in Rapid City, SD.
In this role, you’ll serve as a trusted resource for commercial clients while partnering closely with producers, account executives, carriers, and other members of the service team. You’ll manage the day-to-day needs of assigned accounts, support renewals and remarketing, help identify additional coverage opportunities, and guide clients through coverage questions, policy changes, claims, and other insurance needs.
This is a great opportunity for someone with established commercial insurance experience who enjoys building client relationships, solving problems, and helping less-experienced team members grow.
What You’ll Do
Manage and service an assigned book of commercial insurance accounts with a focus on client retention and satisfaction.
Serve as a knowledgeable resource for clients, answering coverage questions, recommending appropriate coverage options, and processing policy changes.
Manage renewal and remarketing activity, including gathering underwriting information, completing applications, preparing submissions, and working with carrier partners to obtain competitive terms.
Review carrier quotes for pricing and coverage and organize recommendations for producers and account executives.
Prepare accurate, professional insurance proposals for presentation to clients and prospects.
Quote new business and support producers and sales team members throughout the placement process.
Issue certificates of insurance, auto ID cards, and other insurance verification documents.
Review policies and carrier documents for accuracy and follow through on discrepancies or outstanding items.
Monitor pending cancellations and assist with premium collection and account reconciliation when needed.
Assist clients with claims reporting and follow up with the appropriate internal and carrier partners regarding claim status.
Proactively review client accounts to identify coverage gaps, additional coverage needs, and cross-selling opportunities.
Stay informed about carrier products, underwriting requirements, policy forms, binding authority, and industry changes.
Help mentor and support other members of the account management team by sharing knowledge and appropriately delegating work.
Build positive, professional relationships with clients, carrier partners, and internal team members.
What We’re Looking For
3+ years of commercial insurance agency experience, preferably in a Commercial Lines Account Manager role.
Active Property & Casualty license required.
Strong working knowledge of commercial insurance coverages, carrier requirements, policy forms, quoting, renewals, and account servicing.
Experience marketing and remarketing commercial accounts and working directly with insurance carriers.
Strong client-service mindset with the ability to communicate coverage information clearly and professionally.
Ability to manage multiple accounts, deadlines, renewals, and client requests while maintaining accuracy and follow-through.
Comfortable taking ownership of client issues and working collaboratively to resolve problems.
Ability to delegate appropriately and provide support or guidance to other team members.
Proficiency with Microsoft Office and the ability to learn and work effectively within agency management and carrier systems.
High school diploma or GED required.
CISR or CISR Elite designation is preferred, or willingness to work toward the designation.
What We Offer:
Competitive compensation
Comprehensive benefits package including:
Medical, Dental, Vision
FSA/HSA & Life Insurance
401(k) with company benefits
Competitive PTO including vacation and sick time, and company holidays
Wellness Program
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Skills Required
- 3+ years of commercial insurance agency experience
- Active Property and Casualty license
- Working knowledge of commercial insurance coverages, carrier requirements, policy forms, quoting, renewals, and account servicing
- Experience marketing and remarketing commercial accounts and working directly with insurance carriers
- Strong client-service and professional communication skills
- Ability to manage multiple accounts, deadlines, renewals, and client requests accurately
- Ability to take ownership of client issues and collaborate on resolutions
- Ability to delegate and support or guide team members
- Proficiency with Microsoft Office and ability to learn agency management and carrier systems
- High school diploma or GED
- CISR or CISR Elite designation, or willingness to work toward it
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.
