Commercial Account Manager – Lead

Leavitt Group

Commercial insurance team lead managing complex accounts for California businesses. Mentoring account managers, improving workflows, and partnering with producers on client solutions.

Posted 8/6/2026full-timeSan Jose • California • 🇺🇸 United StatesSenior💰 $130,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in managing complex commercial lines accounts, providing technical guidance, and mentoring team members. Proficient in improving workflows and ensuring high service standards while fostering collaboration and continuous improvement.

Highest-signal resume keywords

Commercial Lines Insurance ExperienceActive California Property & Casualty LicenseLeadership ExperienceAMS360 ProficiencyUnderstanding of Commercial Coverages

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Managing Complex Commercial AccountsTechnical GuidanceWorkflow ImprovementService Standards MonitoringCoverage Review

Soft Skills

MentoringCollaborationCoachingAccountabilityContinuous Improvement

Tools & Technologies

AMS360Agency Management Systems

Certifications & Qualifications

CICCPCUCRMARMCRIS

Industry Keywords

Commercial LinesCarrier RelationshipsMarketing StrategiesRenewalsDepartment Processes

About the role

Key responsibilities & impact

Manage and retain a complex commercial lines book of business
Provide technical guidance and mentoring to Commercial Account Managers
Review complex renewals and assist with challenging coverage and carrier issues
Help improve workflows, efficiencies, and department processes
Monitor service standards and quality expectations
Partner with Producers to develop solutions for clients
Assist leadership with workload balancing and department initiatives
Support employee development through coaching and training
Promote accountability, collaboration, and continuous improvement

Requirements

What you’ll need

10+ years of Commercial Lines insurance experience
Extensive experience managing complex commercial accounts
Active California Property & Casualty License
Leadership, mentoring, or supervisory experience preferred
Strong understanding of commercial coverages, carrier relationships, and marketing strategies
Experience with AMS360 or similar agency management systems
Professional designations such as CIC, CPCU, CRM, ARM, CRIS, or similar preferred

Benefits

Comp & perks

Medical, dental, and vision insurance
401(k) with company match
Paid time off and holidays
Professional development opportunities
Collaborative leadership team
Technology-focused environment
Opportunity to influence department strategy and operations
Career growth opportunities
Quarterly performance bonuses
New business commissions