What are the responsibilities and job description for the Commercial Lines Account Manager position at Leavitt Group?
Stafford Leavitt | Dexter or Harrisonville, MO
Stafford Leavitt, an affiliate of Leavitt Group, is seeking a Commercial Lines Account Manager to join our growing team in Dexter or Harrisonville, MO.
About The Role
This position works closely with the Commercial Lines Manager and Account Executives to support and service a book of commercial accounts. You will play a key role in the marketing, proposal, and servicing process while ensuring accuracy and timely delivery for clients.
Key Responsibilities
Stafford Leavitt offers a competitive benefits package, including:
Leavitt Group is one of the nation’s largest privately held insurance brokerages, combining the scale, resources, and growth of a national firm with the entrepreneurial spirit, local leadership, and relationship-driven culture that truly sets us apart.
Ready to grow your career in commercial insurance? Apply today and join a team that values collaboration, development, and long-term success.
Stafford Leavitt, an affiliate of Leavitt Group, is seeking a Commercial Lines Account Manager to join our growing team in Dexter or Harrisonville, MO.
About The Role
This position works closely with the Commercial Lines Manager and Account Executives to support and service a book of commercial accounts. You will play a key role in the marketing, proposal, and servicing process while ensuring accuracy and timely delivery for clients.
Key Responsibilities
- Prepare applications and submissions using underwriting information provided by Producers
- Coordinate daily with Commercial Lines Account Managers and leadership on deadlines and priorities
- Work with internal service teams to ensure timelines are met
- Assist in marketing accounts and placing business with selected carriers
- Follow up with insurance carriers for quotes and additional information
- Prepare proposals and client presentation materials
- Review submissions, quotes, and proposals for accuracy and consistency
- Make updates based on client meetings and Producer direction
- Assist with binding coverage and obtaining client signatures
- Issue certificates of insurance
- Review policies and endorsements for accuracy
- Support invoicing and documentation processes
- Active Property & Casualty (P&C) license required
- 4 years of commercial lines experience preferred
- Experience with carrier rating systems
- AMS360 experience preferred
- Strong proficiency in Microsoft Office (Excel, Word)
- Excellent written and verbal communication skills
- Strong attention to detail and organizational skills
Stafford Leavitt offers a competitive benefits package, including:
- Health, Dental, and Vision Insurance
- 401(k) with employer match
- HSA and FSA options
- Paid vacation and sick time
Leavitt Group is one of the nation’s largest privately held insurance brokerages, combining the scale, resources, and growth of a national firm with the entrepreneurial spirit, local leadership, and relationship-driven culture that truly sets us apart.
Ready to grow your career in commercial insurance? Apply today and join a team that values collaboration, development, and long-term success.