Commercial Lines Account Manager

3 days ago

🦬 Montana – Remote

Although this job is listed in Montana, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Leavitt Group

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Leavitt Group is an insurance and risk management company that partners with individuals and organizations to provide tailored insurance solutions, including business insurance and employee benefits. With a strong emphasis on relationships, integrity, and creative problem-solving, they aim to manage total costs of risk effectively, thereby enhancing profitability for their clients. With a history of over 70 years, Leavitt Group operates through locally owned agencies, emphasizing the importance of local leadership and agency ownership in delivering quality service.

Business Insurance • Personal Insurance • Group Benefits • Industry Insurance Programs • Employee Benefits

1001 - 5000 employees

Founded 1952

💸 Finance

📋 Description

• The Leavitt Group’s affiliate, Leavitt Great West Insurance Services, primarily located in communities throughout Montana, is looking to add new talent to their Captive Insurance Team, specific to Commercial Lines. • A Commercial Lines Account Manager works closely with the team, consisting of producers, risk management, account executives, and the concierge in providing ongoing support to LGW’s clients from coast to coast. • The right candidate needs to have the same attitude that our current team has- “If you can dream it, we can build it!”. • Responsibilities: • Prepare applications for new business, get involved in the lifeblood of the organization. • Develop positive relationships with the team and fit wherever needed. • Know that we have deadlines to each other and to our clients. Meet and exceed them. • Get creative- where can you market our firm better? • Follow up and communicate- your job is done when the job is done. • Create proposals, booklets, etc. to win and win big! • Issue certificates, work with the team and producers on certificates, auto cards, endorsements, submissions, and invoices to secure our clients well being. • Check and triple check- perfect results count.

🎯 Requirements

• If in insurance now- Valid P&C license. If new to the business, the ability to test and become a professional. • Must have strong computer skills, specifically in Microsoft Office i.e. Excel, Word, PowerPoint. • Must be able to be a communicator and have pride in your work. • Experience with a computer system to track our activity.

🏖️ Benefits

• 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