A natural match if you have commercial insurance experience and a client-service mindset.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Leavitt Group via Ashby
Leavitt Heartland Insurance Services, a Leavitt Group affiliate, is looking for a Commercial Lines Account Manager to join their team in Rapid City, SD.
In this role, you’ll serve as a trusted resource for commercial clients while partnering closely with producers, account executives, carriers, and other members of the service team. You’ll manage the day-to-day needs of assigned accounts, support renewals and remarketing, help identify additional coverage opportunities, and guide clients through coverage questions, policy changes, claims, and other insurance needs.
This is a great opportunity for someone with established commercial insurance experience who enjoys building client relationships, solving problems, and helping less-experienced team members grow.
What You’ll Do
- Manage and service an assigned book of commercial insurance accounts with a focus on client retention and satisfaction.
- Serve as a knowledgeable resource for clients, answering coverage questions, recommending appropriate coverage options, and processing policy changes.
- Manage renewal and remarketing activity, including gathering underwriting information, completing applications, preparing submissions, and working with carrier partners to obtain competitive terms.
- Review carrier quotes for pricing and coverage and organize recommendations for producers and account executives.
- Prepare accurate, professional insurance proposals for presentation to clients and prospects.
- Quote new business and support producers and sales team members throughout the placement process.
- Issue certificates of insurance, auto ID cards, and other insurance verification documents.
- Review policies and carrier documents for accuracy and follow through on discrepancies or outstanding items.
- Monitor pending cancellations and assist with premium collection and account reconciliation when needed.
- Assist clients with claims reporting and follow up with the appropriate internal and carrier partners regarding claim status.
- Proactively review client accounts to identify coverage gaps, additional coverage needs, and cross-selling opportunities.
- Stay informed about carrier products, underwriting requirements, policy forms, binding authority, and industry changes.
- Help mentor and support other members of the account management team by sharing knowledge and appropriately delegating work.
- Build positive, professional relationships with clients, carrier partners, and internal team members.
What We’re Looking For
- 3+ years of commercial insurance agency experience, preferably in a Commercial Lines Account Manager role.
- Active Property & Casualty license required.
- Strong working knowledge of commercial insurance coverages, carrier requirements, policy forms, quoting, renewals, and account servicing.
- Experience marketing and remarketing commercial accounts and working directly with insurance carriers.
- Strong client-service mindset with the ability to communicate coverage information clearly and professionally.
- Ability to manage multiple accounts, deadlines, renewals, and client requests while maintaining accuracy and follow-through.
- Comfortable taking ownership of client issues and working collaboratively to resolve problems.
- Ability to delegate appropriately and provide support or guidance to other team members.
- Proficiency with Microsoft Office and the ability to learn and work effectively within agency management and carrier systems.
- High school diploma or GED required.
- CISR or CISR Elite designation is preferred, or willingness to work toward the designation.
What We Offer:
- Competitive compensation
- 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
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Source: Leavitt Group careers (Ashby)