Stafford Leavitt, an affiliate of Leavitt Group, in Harrisonville, MO is looking for a Commercial Lines Account Manager to join their team. Who are we? Please watch https://youtu.be/tmNRjDxzKQk 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 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
3-4 years of experience preferred
AMS360 experience preferred
Stafford Leavitt offers a full benefits package including;
Health Insurance
Dental and Vision Insurance
401(k) with matching employer contributions.
HSA and FSA
Paid sick and vacation leave
Leavitt.com/stafford
As a national company, the Leavitt Group is the 19 th 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.