Leavitt Group

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.

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