Commercial Lines Account Manager

About the role

Leavitt Great West is a local agency in Montana that continues to work on their culture and a meaningful work life balance for their employees. Leavitt Great West is looking to add new talent to their Commercial Lines team. This position may be performed on a hybrid basis; however, applicants must be located within a 150-mile radius of Helena or Bozeman, Montana and able to come into the office when needed.

Local Agency Website

A Commercial Lines Account Manager collaborates closely with agents and other account managers in providing ongoing support to their commercial accounts. This candidate would want to work in an atmosphere of skilled, motivated, happy people who work together in an environment of teamwork, loyalty, and mutual respect.

Responsibilities

• Develop and manage service timelines with agents
• Work with different markets, insurance carriers, and underwriters throughout the quote process
• Follow up with different markets/underwriters for quotations, binders, policies, endorsements, etc.
• Quote new business with carrier rating software, websites and applications
• Create proposal booklets
• Working daily in our Agency Management System
• Daily ongoing deadlines and on-going projects/tasks

Requirements

• Preferred Valid Property and Casualty license in Montana
• Preferred 3 Years agency experience
• Must have digital competence
• Must have strong oral and written communication skills
• Preferred experience with carrier rating software
• Preferred bachelor’s degree or higher
• Preferred experience with AMS360

Why Leavitt Insurance?

Leavitt Great West offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

You’ll enjoy

• A people-first culture that values work-life balance
• Ongoing training and career development opportunities including paid license renewal and continuing education
• The tools and support you need to succeed
• The chance to work with reputable carriers and a diverse book of business
• Recognition and rewards
• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
• Vision, Dental, HSA/FSA, & Life Insurance
• Paid time off (vacation & sick time)

Ready to make your next move?

Apply today and help us continue delivering excellent service to our commercial clients.

• 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.

• #LI-Hybrid
• #LI-EM1