Commercial Lines Account Manager, CA

Leavitt United Insurance Service, a Leavitt Group affiliate, in Napa and Lodi California is looking for a Commercial Lines Account Manager to join their team.
This position is available in office or remotely, candidate MUST live within the state of California.
This position will work closely with the commercial lines manager in providing ongoing support to their commercial accounts.
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 Create Proposal booklets Check for any discrepancy’s b/w submission/quotation/proposal Make any proposal changes and quotations from client meeting with the producer directed by the Work with Producer to provide binders of insurance/Get client sign off Certificate issuance Check policies with Submission/quotation/proposal Invoice Check endorsements against Account Executive requests Qualifications Must have experience with crop, wineries or agriculture 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 Must have a current P&C license 5 + more years of experience Remote Qualifications Distraction free environment.
Internet connection Must work in California Leavitt United Insurance Services, a Leavitt Group office offers a full benefits package including; Starting at $65,000 - $100,000.
Health Insurance Dental and Vision Insurance 401(k) with matching employer contributions.
HSA and FSA Paid sick and vacation leave *This position is available to California residents only* As a national company, the Leavitt Group is the 19th largest privately held insurance agency brokerage in the nation, with over 185 locations across 26 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.
Qualified candidates are encouraged to apply! #LI-DM1