Commercial Lines Account Manager

Reposted 10 Days Ago
Be an Early Applicant
Greensboro, NC
In-Office
40K-55K Annually
Junior
Insurance
The Role
The Commercial Lines Account Manager will oversee client relationships, manage policy servicing, collaborate with team members, and ensure compliance with guidelines.
Summary Generated by Built In

A Leavitt Group affiliate, All About Insurance is looking to add new talent to their Commercial Lines team in Greensboro, NC.

The Commercial Lines Account Manager will support small to middle market clients, serving as their primary point of contact. This role plays a vital role in supporting producers by delivering exceptional client service and ensuring the seamless management of commercial accounts. This role exists to strengthen and maintain client relationsips, handle day-to day servicing needs, and provide reliable administrative support that allows producers to focus on cultivating and growing larger accounts. Acting as a trusted resource and service partner, the Account Manager helps maintain client satisfaction, retention, and operation efficiency by ensuring that every client receives professional, timely, and attentive service.

Responsibilities:

  • Partner closely with the assigned producer by managing servicing request and administrative task, enabling them to focus on larger accounts and business development

  • Provide proactive service, such as sending reminders, suggesting coverage reviews, or pointing out gaps to mitigate risk

  • Act as a reliable point of contact for clients, ensuring timely, accurate, and professional responses that strengthen trust and retention

  • Manage all aspects of policy servicing, including renewals, endorsements, certificates, and claims support

  • Maintain communication with Commercial Lines Producer to ensure specific deadlines and on-going projects/tasks are completed

  • Collaborate with producer, carrier representatives, and team members to deliver excellent service

  • Ensure accurate documentation and compliance with agency and carrier guidelines by verifying that issued policies align with the original submissions, quotes, and proposal documents

Requirements:

  • 2+ years of experience in commercial lines account management (entry-level candidates with strong knowledge of Commercial Lines may be considered).

  • Active Property & Casualty license

  • Solid understanding of insurance products and coverage types relevant to small and middle market clients.

  • Strong computer software and in using Microsoft Office i.e., Excel, Word

  • Exceptional communication, organizational, and problem-solving skills

  • Experience with the AMS 360 is highly preferred

Benefits

  • Competitive Compensation

  • Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account

  • Vision, Dental, HSA/FSA, & Life Insurance

  • Paid time off (vacation & sick time)

  • Wellness program

As a national company, the Leavitt Group is one of the largest privately held insurance agency brokerage in the nation, with over 275 locations across 28 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

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Top Skills

Ams 360
Carrier Rating Software
MS Office
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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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