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Open Positions

• Commercial Lines Account Manager

  Leavitt Central Coast Insurance Services in Salinas is looking for a motivated Commercial Lines Account Manager preferably with 3-5 years working with small to medium-sized accounts. We provide our clients with competitive, sophisticated insurance and risk management solutions. Our team of insurance professionals is made up of people with a wide range of experience, many of whom are considered regional and national leaders in their respective fields.

  If you’re confident in your customer service skills and the ability to communicate easily with a variety of clients, carriers, company personnel, and others, this opportunity could be a great fit for you. As a Commercial Lines Account Manager, in general, you will provide support to the customer and sales staff.

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  Essential Duties & Responsibilities

  • Accurately maintain customer information in the agency management system by properly documenting the file and making sure that the current applications reflect all changes made to a policy throughout the policy term. Information in the current application should be updated at the time the customer requests a change.
  • Understand and utilize the various company products, underwriting requirements, binding authority, policy forms, and rating software programs.
  • Service existing commercial lines accounts by:
    • Answering coverage questions, recommending coverages, processing policy changes, taking claim information, submitting the proper documents to the carrier, and verifying that documents received from the carrier are correct.
    • Issuing the proper insurance verification documents to the insured (auto ID cards, certificates of insurance, etc.).
    • Resolving customer problems and complaints (with assistance/direction from manager as needed).
    • Following up on policies that are pending cancellation.
    • Collecting agency billed premiums.
  • Market new and renewal business.
  • Complete underwriting information and applications (with assistance from the producer if needed). Present submissions to companies.
  • Compile company quotes.
  • Present quotes to producer, if account is assigned to producer, in an organized format.
  • Create accurate and professional looking insurance proposals.
  • Assist with the development of recommended coverages for customers.
  • Learn of new products or changes and convey them accurately to customers.
  • Assist with answering phones and other general office duties as required.

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  Qualifications

  • High school diploma or general education degree (GED)
  • California Property & Casualty Insurance license
  • 3 to 5 years of insurance agency experience
  • Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, carriers, company personnel, and others
  • Possesses the ability to perform work in a dependable, consistent, and timely manner
  • Demonstrates the ability to follow instructions, respond to management direction, and solicits feedback to improve performance
  • Proficient computer skills including Microsoft Office Suite

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  Benefits

  Leavitt Central Coast offers a competitive hourly salary and an attractive benefits plan that includes a health plan and a 401k with company matching.

  • Competitive salary (50-70 K) plus ability to earn commission
  • Paid sick and generous vacation plan
  • Health insurance
  • Dental and vision insurance
  • 401K with matching employer contributions
  • Flexible/Hybrid work schedules
  • Wellness program
  • Employee assistance program
  • Education and advancement opportunities

  Contact me to apply:

  

  Melissa Langley

  Principal, Property/Casualty Practice Leader
  (831) 771-5362

  Email Me