Leavitt Group Midwest, a Leavitt Group affiliate, in Westerville, OH is looking for a Senior Commercial Lines Account Manager. Leavitt Group Midwest is a local agency in Ohio that continues to work on their culture and meaningful work life balance for their employees.
Job Purpose:
The main functions of this position are to exercise discretion and independent judgment with respect to providing quotes to prospective and existing customers; coordinating any issues that arise on quotes and binding insurance coverage.
Duties:
The main functions of this position are to bind coverage including providing quality control, provide service support to customers and internal sales staff.
Responsible for larger more complex accounts
Main contact for day-to-day customer needs
Develop and maintain good working relationships with clients, companies, and brokers
Work with Sales Agent to coordinate new business, renewal strategy, and company selection
Submit completed applications to appropriate carriers, filter questions, negotiate pricing, and review quotes for accuracy
Work with underwriters to amend coverage to meet client needs
Evaluate Risk Transfer methods with client
Prepare Insurance Proposals, Summaries, and related documents
Order and issue binders, policies, endorsements, certificates, invoices, and other related items with assistance from CSR and forward to client with appropriate correspondence
Issue contract bonds
Review Renewal preps
Maintain knowledge of current market conditions and new products
Accompany Sales Agent as needed to client meetings
Complete projects as required by management
Contribute to team effort by accomplishing related results as needed
Skills/Qualifications:
Requires 5 or more years of experience servicing Middle Market accounts
Ability to work Independently
Strong interpersonal skills to build rapport with customers, underwriters, and other team members
Highly effective communication and negotiation skills
Takes initiative and displays a sense of urgency
Detail oriented with strong organizational skills
Ability to make recommendations specific to client needs
Computer skills in Microsoft Word and Excel
Excellent insurance coverage knowledge
Leavitt Group Midwest Offer a Competitive Benefits Package.
$60,000-85,000 (depending on experience)
Health Insurance
Dental and Vision Insurance
401(k) with matching employer contributions.
HSA and FSA
Paid sick and vacation leave
As a national company, the Leavitt Group is the 19th largest privately-held insurance agency brokerage in the nation, with over 250 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.