What are the responsibilities and job description for the Commercial Lines Account Manager position at Leavitt Group?
Leavitt Great West is a local agency in Montana that continues to work on their culture and a meaningful work life balance for their employees. Leavitt Great West is looking to add new talent to their Commercial Lines team.
Local Agency Website: https://www.leavitt.com/greatwest/
As a national company, the Leavitt Group is the 19th largest privately-held insurance agency brokerage in the nation, with over 280 locations across 31 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.
Who are we? Please watch https://youtu.be/tmNRjDxzKQk
A Commercial Lines Account Manager collaborates closely with agents and other account managers in providing ongoing support to their commercial accounts. This candidate would want to work in an atmosphere of skilled, motivated, happy people who work together in an environment of teamwork, loyalty, and mutual respect.
Responsibilities:
Develop and manage service timelines with agents
Work with different markets, insurance carriers, and underwriters throughout the quote process
Follow up with different markets/underwriters for quotations, binders, policies, endorsements, etc.
Quote new business with carrier rating software, websites and applications
Create proposal booklets
Working daily in our Agency Management System
Daily ongoing deadlines and on-going projects/tasks
Requirements:
Valid Property and Casualty license in Montana; or willingness to obtain within 90 days
Preferred 3 Years agency experience
Must have digital competence
Must have strong oral and written communication skills
Preferred experience with carrier rating software
Preferred bachelor’s degree or higher
Preferred experience with AMS360
Benefits:
Leavitt Great West offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.
You’ll enjoy:
A people-first culture that values work-life balance
Ongoing training and career development opportunities including paid license renewal and continuing education
The tools and support you need to succeed
The chance to work with reputable carriers and a diverse book of business
Recognition and rewards
Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
Health, Vision, Dental, HSA/FSA, & Life Insurance
Paid time off (vacation & sick time)
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Benefits:
401K Plan, Health Insurance, Vacation & Paid Time Off