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Commercial Lines Account Manager

the leavitt group Lancaster, PAFullTime

See all open roles at the leavitt group

Ghost-risk verdict

Strong ghost-posting signals

  • uses evergreen / pipeline language ("always looking for"), not an immediate opening
  • open for 186 days (90+ without a fill is a strong ghost signal)
  • 64 open roles at this company in 30 days (mass-hiring blitz)
  • no salary disclosed (correlates with ghost postings)

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About the role

Spotts Insurance Group a Leavitt Group affiliate has been providing insurance protection and peace of mind to our clients since 1993. Their mission is to educate and offer solutions that help clients protect and grow their assets. Spotts Insurance Group takes pride in helping you select a comprehensive insurance package tailored specifically to your business or personal needs.

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 3-4 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

3-5 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

In office / hybrid

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 agency broker company, Leavitt Group is in over 250 locations across 28 states.

We are always looking for talented individuals who want to further their career and grow with us.

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