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Commercial Account Manager -Lead

the leavitt group San Jose, CARemoteFullTime

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About the role

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.

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