Assistant Commercial Lines Account Manager

Leavitt Coastal Valley-Assistant Commercial Lines Account Manager

Leavitt Coastal Valley, a Leavitt Group affiliate, is seeking a motivated and detail-oriented Assistant Commercial Lines Account Manager to join their team in Santa Maria, CA.

As an Assistant Commercial Lines Account Manager, you will play a key role in supporting our Account Managers with daily client service needs. This position is ideal for someone who is highly organized, demonstrates a strong work ethic, and is eager to build a rewarding career in the insurance industry.

Responsibilities

• Support and assist Account Managers with servicing tasks.
• Manage incoming service requests from clients and promptly address their inquiries or concerns.
• Assist in creating professional and accurate insurance proposals for presentation to our clients.
• Review endorsements to verify accuracy and compliance with clients' insurance requirements.
• Prepare and issue certificates of insurance as required by clients.
• Maintain excellent communication with clients and team members in a professional and timely manner.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Collaborate effectively within a team to deliver efficient, high-quality service to a diverse client base.

What We Are Looking For

• Property and Casualty License of willingness to obtain one within the first 45-60 days of employment.
• Commercial Lines insurance experience is preferred; however, entry-level candidates with the willingness to learn are encouraged to apply.
• Eagerness to learn, grow, and take on new challenges.
• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses strong time management skills with the ability to prioritize tasks, respond promptly, and maintain high-quality work with timely follow-through.
• Preferred Agency Management System Experience: AMS360
• Bilingual skills (Spanish preferred) are a plus but not required.

What We Offer

• Between $41K-$52K, depending on experience
• Paid license renewal and continuing education
• Mentorship and training provided
• Comprehensive benefits package including:
• Medical, Dental, Vision
• FSA/HSA & Life Insurance
• 401(k) with company benefits
• Competitive PTO including vacation and sick time, and company holidays
• 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 28 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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