Job description
The Leavitt Group’s affiliate, Leavitt Mid-West in Columbus, OH is looking to add new talent to their Commercial Lines team. 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 roughly 6 or more years of experience working with middle markets and maintain a book of business.
Responsibilities:
Prepare the applications for the submission with underwriting information provided by the Producer
- Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks
- Work with the service staff to meet timeline (deadlines)
- Work with assigned Account Executive on marketing procedures with discussed selected markets
- Follow up with Markets for quotations
- Create the proposal under the direction of the Account Executive
- Create Proposal booklets
- Check for any discrepancy’s b/w submission/quotation/proposal
- Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive
- Work with Producer to provide binders of insurance/Get client sign off
- Certificate issuance
- Check policies with submission/quotation/proposal
- Invoice
- Check endorsements against Account Executive requests
- Issue auto ID Cards
Requirements:
· Valid P&C license, active in the State.
- 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
- Salary range 65-75 K DOE
- Paid License renewal and continuing education
- Recognition and rewards
- Attractive Benefits package, including 401k
- Vision, Dental, FSA, & Life Insurance
- Paid time off (vacation & sick time)
- A Wellness program that allows you to earn dollars toward your HSA Account
As a national company, Leavitt Group is in over 185 locations across 26 states. 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
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
Contract type:
- Permanent
Weekly day range:
- Monday to Friday
Work setting:
- In-person
- Office
Ability to commute/relocate:
- Columbus, OH 43220: Reliably commute or planning to relocate before starting work (Required)
License/Certification:
- Insurance Producer License (Preferred)
- Life Insurance License (Preferred)
Work Location: In person
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