Commercial Lines Account Manager at Leavitt Group in Medford, OR

Job description

• Application
• Join Redwoods Insurance and unlock a career with unlimited potential.
• At Redwoods, we believe in empowering self-starters who are dedicated to doing what is best for our clients. Our supportive and collaborative culture rewards hard work, initiative, and integrity. As part of our team, you will receive the training, mentorship, and tools you need to thrive and grow in your career.
• This position supports our Commercial Lines team and provides essential service to both clients and internal sales staff.

Responsibilities

• As a Commercial Lines Account Manager, you will play a key role in maintaining strong relationships with clients and ensuring their insurance needs are met with care and accuracy. Your responsibilities will include:
• Managing all aspects of assigned accounts; including policy changes, certificates, renewals, and coverage updates.
• Providing excellent service by addressing inquiries from insureds and producers promptly and professionally.
• Reviewing contracts and handling lender requests such as refinances, new purchases, and renewals.
• Preparing summaries, proposals, and supporting documents through AMS360.
• Maintaining accurate client and coverage information in AMS and ensuring compliance with documentation standards.
• Remarketing and renewing policies as needed in collaboration with producers.
• Reconciling carrier coverage forms, binding coverages, and processing billing for renewals, endorsements, and audits.
• Assisting with claims intake and coordination with the Claims Department.
• Quoting new lines of business for existing clients and assisting with new account development.

Requirements

• We are looking for a dedicated professional who thrives in a fast-paced, client-focused environment.
• Active Property & Casualty license required.
• 2+ years of agency experience managing a book of commercial lines business.
• Strong knowledge of P&C coverages and ancillary lines.
• Excellent verbal and written communication skills.
• High attention to detail with strong organizational and compliance skills.
• Dependable, responsive, and committed to delivering exceptional service.

Skills

Required

• Active Property & Casualty license

Benefits

• Between $55,000-$65,000 depending on experience
• Paid license renewal and continuing education
• Medical, Dental, Vision
• FSA/HSA & Life Insurance
• 401(k) with company benefits
• Competitive PTO including vacation and sick time, and company holidays
• Wellness Program