Leavitt Group
Assistant Commercial Lines Account Manager
Santa Maria, CA
Sponsorship not specified$41k-$52kDetected 21 days ago
CommunicationTime ManagementMentoringOrganizational SkillsProperty & Casualty
About the role
- As an Assistant Commercial Lines Account Manager, you will play a key role in supporting our Account Managers with daily client service needs.
- The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies.
Responsibilities
- Support and assist Account Managers with servicing tasks.
- Manage incoming service requests from clients and promptly address their inquiries or concerns.
- Maintain excellent communication with clients and team members in a professional and timely manner.
- Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
- Collaborate effectively within a team to deliver efficient, high-quality service to a diverse client base.
- Possesses strong time management skills with the ability to prioritize tasks, respond promptly, and maintain high-quality work with timely follow-through.
- We broker commercial and personal lines insurance which manages the risk for individuals and businesses.
Requirements
- 1+ years previous experience in Commercial Lines insurance. (entry-level candidates with strong knowledge of Commercial Lines may be considered)
- Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
- Prepare and issue certificates of insurance as required by clients.
Nice to have
- Bilingual skills (Spanish preferred) are a plus but not required.
- Preferred Agency Management System Experience: AMS360
Compensation
- $41k-$52k
Benefits
- Paid license 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
Company info
- What We Are Looking For:
- This position is ideal for someone who is highly organized, demonstrates a strong work ethic, and is eager to build a rewarding career in the insurance industry.
- We are always looking for talented individuals who want to further their career and grow with us.
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This listing is sourced directly from Leavitt Group's careers page and normalized into a canonical job model.