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Commercial Lines Account Manager at Leavitt Group

Leavitt Group · Coos Bay, United States Of America · Onsite

$20.00  -  $24.00

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Nasburg Huggins Insurance – Leavitt Group

Commercial Lines Account Manager

Are you looking for an opportunity to grow your career with a company that values its people and has over 100 years of local history? Nasburg Huggins Insurance, a Leavitt Group affiliate in Coos Bay, Oregon, is seeking a detail-oriented and service-driven Commercial Lines Account Manager to join our team.

Job Description

You will work closely with our Commercial Lines Manager and Account Executives to support a diverse book of commercial clients. This role includes handling submissions, proposals, servicing, and renewals in a collaborative, team-oriented environment.

Responsibilities are assisting as follows:

  • Prepare the applications for the submission with underwriting information provided by the producer

  • Daily ongoing relationship with Commercial Lines Account Manager and Commercial Lines Manager regarding specific deadlines and ongoing projects/tasks

  • Work with the service staff to meet timeline (deadlines)

  • Work with assigned Commercial Lines Account Manager and 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

  • Check for any discrepancy’s in submissions, proposals or other presentations

  • Make any proposal changes and quotations from client meeting with the Account Executive

  • Work with Account Executive to provide final documentation on for a customer

  • Obtain information and produce Certificate issuance for customers.

  • Check policies with Submission/quotation/proposal

  • Invoice and follow up on billing

  • Check endorsements against Account Executive requests

Qualifications

  • Active P&C license required

  • 3–4 years of commercial lines experience preferred

  • Proficiency in Microsoft Office, especially Excel and Word

  • Experience with AMS360 and carrier rating software preferred

  • Strong written and verbal communication skills

  • Highly organized with strong attention to detail and deadlines

Why you should apply

Nasburg Huggins Insurance Agency has over 100 years of local history, ownership and experience and is co-owned and affiliated with Leavitt Group Enterprises, one of the nation’s largest privately-owned insurance brokerage companies.

Being a member of our team offers a competitive salary, opportunities for growth and a full benefits package including;

  • Competitive Pay: $20-$24 DOE

  • 401(k) with matching employer contributions,

  • Health Savings Account (HSA)

  • Dental and Vision

  • Paid Vacation and Sick time

  • 20 Paid Volunteer hours

  • Professional Development opportunities

Beginning wages are dependent upon experience and existing insurance licensees will be considered.

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.

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