Commercial Lines Account Manager

Commercial Lines Account Manager Leavitt Group - 3.5 Visalia, CA Job Details Full-time 1 day ago Benefits Wellness program License reimbursement Health savings account Dental insurance 401(k) Flexible spending account Paid time off Vision insurance Life insurance Qualifications Microsoft Excel Property & Casualty License Account management Full Job Description Are you a service-driven insurance professional with a passion for commercial lines and a knack for working with contractor and construction clients? Leavitt United Insurance Services, a Leavitt Group affiliate is looking for a motivated Commercial Lines Account Manager to join our growing team. This is more than just a job — it's a chance to make a real impact in an environment where your expertise is valued and your career can thrive. You'll partner closely with producers and commercial lines managers to support mid-sized accounts with professionalism, precision, and care. What You'll Be Doing You'll play a vital role in ensuring a seamless, high-touch experience for our clients.

Responsibilities include:

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 What You Bring to the Table 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 Why Leavitt United? Leavitt United Insurance 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 Vision, Dental, HSA/FSA, & Life Insurance Paid time off (vacation & sick time) Ready to make your next move? Apply today and help us continue delivering excellent service to our commercial clients in California and beyond. As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 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. #LI-EM1 #LI-Onsite #LI-Hybrid