Leavitt Group

Leavitt Group

Commercial Lines Account Manager

Santa Maria, CA

Sponsorship not specified$65k-$75kDetected 22 days ago
ExcelCommunicationOrganizational SkillsMicrosoft OfficeUnderwritingProperty & Casualty

About the role

  • Leavitt Coastal Valley, a proud affiliate of Leavitt Group, is seeking a talented, relationship-driven Commercial Lines Account Manager to join our team in Santa Maria, CA.
  • The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies.

Responsibilities

  • Coordinating with carriers to obtain quotes and manage marketing efforts
  • We broker commercial and personal lines insurance which manages the risk for individuals and businesses.

Requirements

  • The ideal candidate is detail-oriented, proactive, and experienced in servicing commercial insurance accounts.
  • 4+ years of commercial lines insurance experience managing a small commercial book of business
  • Strong proficiency in Microsoft Office, including Excel and Word
  • Experience working with carrier rating platforms and underwriting systems
  • Active Property & Casualty License
  • Excellent communication and organizational skills
  • Ability to manage multiple priorities while maintaining exceptional client service
  • Eagerness to learn, grow, and take on new challenges.

Nice to have

  • AMS360 experience strongly preferred
  • Bilingual skills (Spanish preferred) are a plus but not required.

Compensation

  • Career growth opportunities within a national organization
  • $65,000-$75,000 DOE
  • 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.

Benefits

  • Paid licensing renewal and continuing education
  • 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 and employee support resources

Company info

  • What We're Looking For
  • We are always looking for talented individuals who want to further their career and grow with us.

This listing is sourced directly from Leavitt Group's careers page and normalized into a canonical job model.