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Leavitt Group

Commercial Lines Account Manager

Posted 3 Days Ago
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In-Office
Medford, OR
55K-65K Annually
Junior
In-Office
Medford, OR
55K-65K Annually
Junior
Manages commercial insurance accounts by handling policy changes, certificates, renewals, coverage updates, lender requests, billing, documentation, and client inquiries. Prepares proposals and summaries in AMS360, maintains accurate account records, remarkets and renews policies, supports claims intake, and quotes additional business. Collaborates with producers, carriers, and internal teams while ensuring compliance and responsive client service.
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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.

Key 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.

Skills & Experience:

  • 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.

What We Offer:

  • Between $55,000-$65,000 depending on experience

  • Paid license 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

References are required as part of our hiring process. A background check is contingent on employment.

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