Job Description

The Leavitt Group\xe2\x80\x99s affiliate, Leavitt Group Great West is looking to add new talent to their Commercial Lines team in Billings, MT. A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has roughly 3 or more years of experience working with middle to larger sized markets and maintain a larger book of business.

Responsibilities:

• Prepare the applications for the submission with underwriting information provided by the Producer
• Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks
• Work with the service staff to meet timeline (deadlines)
• Run interference between producers and teams / clients and teams
• Work with assigned Account Executive on marketing procedures with discussed selected markets
• Follow up with Markets for quotations
• Direct new business throughout team
• Create the proposal under the direction of the Account Executive
• Create Proposal booklets
• Independently run the top accounts of producers
• Check for any discrepancies b/w submission/quotation/proposal
• Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive
• Develop and manager service timelines with producers
• Work with Producer to provide binders of insurance/Get client sign off
• Conduct workflow audits
• Prepare stewardship reports
• Check policies with submission/quotation/proposal
• Check endorsements against Account Executive requests
• Issue auto ID Cards and certificates
• Invoice
• Training-procedural

Guidance-directional
Leadership-oversight

Requirements:

• Valid P&C license, active in the state of Montana
• Must have strong computer software and in using Microsoft Office i.e. Excel, Word
• Must have strong oral and written communication skills
• Must have experience with carrier rating software
• Experience with the AMS 360 is highly preferred

Benefits

Leavitt Group Great West offers a competitive salary of $45,000 - $75,000 depending on experience, with an additional lucrative bonus structure.

• 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

** Remote work can be considered **

As a national company, Leavitt Group is in over 185 locations across 26 states. We are always looking for talented individuals who want to further their career and grow with us.

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Leavitt Group