Leavitt Group
A
Leavitt Group affiliate ,
All About Insurance
is looking to add new talent to their Commercial Lines team in
Greensboro, NC. A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3- 5 or more years of experience working in the insurance industry with commercial clients. Responsibilities: Prepare the applications for the submission, utilizing underwriting information provided by the Producer.
Maintain daily communication with Commercial Lines Manager to ensure specific deadlines and on-going projects/tasks are completed
Work closely with the service staff to meet timelines and deadlines
Assist the assigned Account Executive in marketing procedures, targeting selected markets
Follow up with markets to obtain quotations
Develop proposal under the guidance of the Account Executive
Create comprehensive proposal booklets
Verify consistency between submission, quotation, and proposal documents.
Make necessary changes to proposals and quotations based on client meetings, as directed by the Account Executive.
Collaborate with the Producer to provide insurance binders and obtain client sign off
Issue insurance certificates
Check policies align with submission, quotation, and proposal documents
Handle invoice processes
Check endorsements against Account Executive requests
Issue auto ID Cards
Requirements: 3-5 + years of experience with working a small to middle market commercial lines book of business.
Active Property & Casualty license
Must have strong computer software and in using Microsoft Office i.e., Excel, Word
Must have strong oral and written communication skills
Must have experience with carrier rating software
Experience with the AMS 360 is highly preferred
Benefits Competitive Compensation 55K-65 K (DOE)
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)
Wellness program
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-LM1 #LI-Onsite
#J-18808-Ljbffr
Leavitt Group affiliate ,
All About Insurance
is looking to add new talent to their Commercial Lines team in
Greensboro, NC. A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3- 5 or more years of experience working in the insurance industry with commercial clients. Responsibilities: Prepare the applications for the submission, utilizing underwriting information provided by the Producer.
Maintain daily communication with Commercial Lines Manager to ensure specific deadlines and on-going projects/tasks are completed
Work closely with the service staff to meet timelines and deadlines
Assist the assigned Account Executive in marketing procedures, targeting selected markets
Follow up with markets to obtain quotations
Develop proposal under the guidance of the Account Executive
Create comprehensive proposal booklets
Verify consistency between submission, quotation, and proposal documents.
Make necessary changes to proposals and quotations based on client meetings, as directed by the Account Executive.
Collaborate with the Producer to provide insurance binders and obtain client sign off
Issue insurance certificates
Check policies align with submission, quotation, and proposal documents
Handle invoice processes
Check endorsements against Account Executive requests
Issue auto ID Cards
Requirements: 3-5 + years of experience with working a small to middle market commercial lines book of business.
Active Property & Casualty license
Must have strong computer software and in using Microsoft Office i.e., Excel, Word
Must have strong oral and written communication skills
Must have experience with carrier rating software
Experience with the AMS 360 is highly preferred
Benefits Competitive Compensation 55K-65 K (DOE)
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)
Wellness program
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-LM1 #LI-Onsite
#J-18808-Ljbffr