Commercial Insurance Account Manager

Keystone Insurance Brokers, a proud member of the Leavitt Group, is seeking an experienced and customer-focused Commercial Lines Account Manager to join our growing team. This role is ideal for a detail-oriented insurance professional who thrives on building client relationships, delivering exceptional service, and working collaboratively with producers and carrier partners.

As one of the nation's largest privately held insurance brokerages, Leavitt Group provides the resources, stability, and opportunities of a national organization while maintaining the local service and community focus that define Keystone Insurance Brokers.

Position Summary

The Commercial Lines Account Manager is responsible for managing a book of commercial insurance business, serving as the primary service contact for clients, and ensuring their insurance programs are administered accurately and efficiently. This role works closely with producers, underwriters, and carrier representatives to deliver outstanding client service and retention.

Key Responsibilities

• Manage day-to-day service needs for a portfolio of commercial insurance clients.
• Build and maintain strong client relationships through proactive communication and account management.
• Process policy changes, endorsements, certificates of insurance, audits, renewals, and other servicing requests.
• Prepare renewal submissions and coordinate renewal strategy with producers and carrier partners.
• Review policies for accuracy and completeness.
• Respond promptly to client questions regarding coverage, billing, claims, and policy administration.
• Identify opportunities to enhance coverage and support account growth initiatives.
• Maintain accurate client records and documentation within agency management systems.
• Collaborate with internal team members to ensure a seamless client experience.
• Stay current on commercial insurance products, coverage trends, and carrier guidelines.

QualificationsRequired

• Active Property & Casualty Insurance License (or ability to obtain promptly if applicable).
• 3 years of Commercial Lines insurance experience.
• Strong knowledge of commercial insurance coverages and policy forms.
• Excellent communication and customer service skills.
• Strong organizational skills with the ability to manage multiple priorities.
• Proficiency with agency management systems and Microsoft Office applications.

Preferred

• Experience working with small to middle-market commercial accounts.
• Professional designations such as CISR, CIC, CRM, or equivalent.
• Experience with EPIC, Applied, or similar agency management platforms.

What We Offer

• Competitive salary based on experience.
• Comprehensive benefits package including medical, dental, and vision coverage.
• 401(k) with company match.
• Paid time off and holidays.
• Professional development and continuing education opportunities.
• Career advancement within Keystone Insurance Brokers and the broader Leavitt Group organization.
• A collaborative, team-oriented culture focused on integrity, service, and long-term relationships.

Why Keystone Insurance Brokers?

At Keystone Insurance Brokers, we believe our people are our greatest asset. By combining personalized local service with the strength and resources of Leavitt Group, we empower our employees to grow professionally while making a meaningful impact on the clients and communities we serve.

To learn more about our parent organization and career opportunities, visit www.leavitt.com.

Pay: $50,000.00 - $68,210.84 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Work Location: In person

Salary : $50,000 - $68,211