Commercial Lines Account Manager
Tools for this application (partners): Upplai (opens in new tab) (resume) · Huntr (opens in new tab) (tracking) · Huru (opens in new tab) (interview practice) · Snov.io (opens in new tab) (hiring manager's email) · Aragon AI (opens in new tab) (headshot) · Terac (opens in new tab) (side work) what each does
The posting
Leavitt Coastal Valley, a proud affiliate of Leavitt Group, is seeking a talented, relationship-driven **Commercial Lines Account Manager to join our team in **Santa Maria, CA.
If you enjoy building client relationships and delivering exceptional service, this is a great opportunity to grow your career with one of the nation’s largest privately held insurance brokerages.
What You’ll Do
You’ll support and service a diverse portfolio of commercial clients, delivering exceptional customer care while ensuring coverage needs are handled accurately, efficiently, and with attention to detail.
- Your responsibilities will include:
- Preparing and submitting commercial insurance applications
- Coordinating with carriers to obtain quotes and manage marketing efforts
- Creating and reviewing proposals, policies, endorsements, and binders
- Issuing certificates of insurance and auto ID cards
- Managing policy updates, invoicing, and servicing activities
- Maintaining strong relationships with clients, carriers, and internal teams
- Ensuring accuracy, efficiency, and timely service throughout the account lifecycle
What We’re Looking For
The ideal candidate is detail-oriented, proactive, and experienced in servicing commercial insurance accounts.
Qualifications include
- 4+ years of commercial lines insurance experience managing a small commercial book of business
- Active Property & Casualty License
- Strong proficiency in Microsoft Office, including Excel and Word
- Excellent communication and organizational skills
- Experience working with carrier rating platforms and underwriting systems
- AMS360 experience strongly preferred
- Ability to manage multiple priorities while maintaining exceptional client service
- Eagerness to learn, grow, and take on new challenges.
- Bilingual skills (Spanish preferred) are a plus but not required.
Why Join Leavitt Coastal Valley?
We offer a collaborative culture, career growth opportunities, and a strong commitment to work-life balance.
What We Offer
- Competitive compensation: $65,000–$75,000 DOE
- Paid licensing renewal and continuing education
- 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 and employee support resources
- Career growth opportunities within a national organization
As a national company, the Leavitt Group is one of the largest privately held insurance agency brokerage in the nation, with over 275 locations across 28 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.
#LI-LM1
#LI-Onsite
Taken from Leavitt Group's own posting, last seen live on 14 Nov 2026.
Leavitt Group sales openings in your inbox
We look at Leavitt Group's careers page every 10 hours. Once a week you get its newest sales openings, plus close matches at other companies. Free, and one click stops it.
Sponsored jobs from job networks, which pay SalesJobs.Now when you click one.
The application
Your details and CV, then 5 questions (2 written).
- 1.Have you worked for Leavitt Group or an affiliated agency in the past?Yes or no
- 2.If you answered yes, please let us know where and when you have worked for Leavitt Group or an affiliated agency.Written answer · optional
- 3.Do you have an active California Property & Casualty License?Yes or no
- 4.Do you have a desired salary range?Short answer · optional
- 5.Is there anything else you would like to share about yourself?Written answer · optional
From Leavitt Group's apply page, checked 13 Nov 2026.
About Leavitt Group
Business insurance, employee benefits and home, auto and life cover placed for business owners, employers and families through a national network of locally owned agencies.
Pay schedule: Agency employees on salary, producers adding uncapped commission on new and renewal business and sales incentive trips, InsuranceHub's sellers base plus commission and quarterly bonuses, some account managers optional commission, with 401(k) matching, medical, dental and vision cover and paid licensing and continuing education named in the postings; Health Exchange's agents are commission-only 1099 contractors.
Good at growing the accounts you inherit?
Hiring managers ask us for sellers with a certain segment, territory or track record. Fill in one profile, and when a seat matches it we make the introduction, never without your yes. It costs you nothing.
