Commercial Lines Account Manager

About the role

Leavitt Coastal Valley, a proud affiliate of Leavitt Group, is seeking a talented, relationship-driven Commercial Lines Account Manager to join our team in Santa Maria, CA.

If you enjoy building client relationships and delivering exceptional service, this is a great opportunity to grow your career with one of the nation’s largest privately held insurance brokerages.

What You’ll Do

You’ll support and service a diverse portfolio of commercial clients, delivering exceptional customer care while ensuring coverage needs are handled accurately, efficiently, and with attention to detail.

• Your responsibilities will include:
• Preparing and submitting commercial insurance applications
• Coordinating with carriers to obtain quotes and manage marketing efforts
• Creating and reviewing proposals, policies, endorsements, and binders
• Issuing certificates of insurance and auto ID cards
• Managing policy updates, invoicing, and servicing activities
• Maintaining strong relationships with clients, carriers, and internal teams
• Ensuring accuracy, efficiency, and timely service throughout the account lifecycle

What We’re Looking For

The ideal candidate is detail-oriented, proactive, and experienced in servicing commercial insurance accounts.

Qualifications include

• 4+ years of commercial lines insurance experience managing a small commercial book of business
• Active Property & Casualty License
• Strong proficiency in Microsoft Office, including Excel and Word
• Excellent communication and organizational skills
• Experience working with carrier rating platforms and underwriting systems
• AMS360 experience strongly preferred
• Ability to manage multiple priorities while maintaining exceptional client service
• Eagerness to learn, grow, and take on new challenges.
• Bilingual skills (Spanish preferred) are a plus but not required.

What We Offer

• Competitive compensation: $65,000-$75,000 DOE
• Paid licensing renewal and continuing education
• 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 and employee support resources
• Career growth opportunities within a national organization

• 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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