Commercial Lines Account Manager

Leavitt Group

Commercial Lines Account Manager responsible for supporting contractor and construction clients at Leavitt United Insurance Services. Collaborating with team members to ensure client satisfaction and timely execution.

Posted 5/15/2026full-timeElk Grove • California • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Preparing accurate and complete insurance applications using underwriting info provided by the producer
Collaborating daily with the Commercial Lines Manager on key deadlines and ongoing projects
Coordinating with internal service teams to ensure timely, client-focused execution
Supporting marketing efforts alongside your assigned Account Executive, including market selection and outreach
Following up with carriers for quotations and ensuring timely proposal development
Creating and revising proposals per Account Executive direction and producer/client meetings
Verifying consistency between submissions, quotes, and final proposals
Assisting producers with binder issuance and obtaining client sign-offs
Managing certificate issuance, invoicing, and policy checks
Reviewing endorsements for accuracy and processing auto ID cards

Requirements

What you’ll need

Active Property & Casualty license in the state of California
Experience managing commercial insurance accounts, especially in contractor and construction segments
Strong understanding of agency operations and account service workflows
Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
Skilled in navigating carrier rating software
Experience with AMS360 is highly preferred
Bilingual in Spanish is a plus
Excellent written and verbal communication skills
Detail-oriented, organized, and comfortable working in a fast-paced environment

Benefits

Comp & perks

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
Vision, Dental, HSA/FSA, & Life Insurance
Paid time off (vacation & sick time)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance applicationsunderwritingcommercial insuranceagency operationsaccount service workflowscarrier rating softwareAMS360proposal developmentcertificate issuanceinvoicing

Soft Skills

collaborationclient-focused executioncommunicationdetail-orientedorganizationaltime managementfast-paced environment

Certifications

Property & Casualty license