commercial lines manager

Leavitt Group

<div><p>Spotts Insurance Group a Leavitt Group affiliate has been providing insurance protection and peace of mind to our clients since 1993. Their mission is to educate and offer solutions that help clients protect and grow their assets. Spotts Insurance Group takes pride in helping you select a comprehensive insurance package tailored specifically to your business or personal needs.</p><p>
A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3-4 or more years of experience working in the insurance industry with commercial clients.</p><p></p><p><b>
Responsibilities:</b></p><p><b>
</b>Prepare the applications for the submission with underwriting information provided by the Producer.</p><ul><li><p>
Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks</p></li><li><p>
Work with the service staff to meet timeline (deadlines)</p></li><li><p>
Work with assigned Account Executive on marketing procedures with discussed selected markets</p></li><li><p>
Follow up with Markets for quotations</p></li><li><p>
Create the proposal under the direction of the Account Executive</p></li><li><p>
Create Proposal booklets</p></li><li><p>
Check for any discrepancy&rsquo;s b/w submission/quotation/proposal</p></li><li><p>
Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive</p></li><li><p>
Work with Producer to provide binders of insurance/Get client sign off</p></li><li><p>
Certificate issuance</p></li><li><p>
Check policies with submission/quotation/proposal</p></li><li><p>
Invoice</p></li><li><p>
Check endorsements against Account Executive requests</p></li><li><p>
Issue auto ID Cards</p></li></ul><p></p><p><b>
Requirements:</b></p><ul><li><p><b>
3-5 years experience with working a small commercial lines book of business.</b></p></li></ul><ul><li><b>Active Property &amp;Casualty license</b></li><li>Must have strong computer software and in using Microsoft Office i.e. Excel, Word</li></ul><ul><li><p>
Must have strong oral and written communication skills</p></li><li><p>
Must have experience with carrier rating software</p></li><li><p>
Experience with the AMS 360 is highly preferred</p></li></ul><p></p><p><b>
Benefits</b></p><ul><li><p>
In office / hybrid
</p></li><li><p>Paid License renewal and continuing education</p></li><li><p>
Attractive Benefits package, including 401k</p></li><li><p>
Health Plan, Vision, Dental, FSA, &amp; Life Insurance</p></li><li><p>
Paid time off (vacation &amp; sick time)</p></li><li><p>
Wellness program</p></li></ul><p></p><p><i>
As a national agency broker company, Leavitt Group is in over 250 locations across 28 states.
</i></p><p><i>We are always looking for talented individuals who want to further their career and grow with us.</i></p><p></p><p>
#LI-DM1</p></div><p></p>

Commercial Lines Account Manager

Insurance Market Place

<p>Commercial Lines Account Manager (Bilingual &ndash; Spanish Required)</p><p>We are seeking a motivated and detail-oriented <b>Commercial Lines Account Manager</b> to support and grow our expanding commercial insurance division. This role manages day-to-day servicing of commercial accounts while assisting with new business growth.</p><p>Responsibilities:</p><ul><li>Manage commercial lines accounts (GL, BOP, Property, Auto, WC, etc.)</li><li>Issue Certificates of Insurance (COIs)</li><li>Process endorsements, renewals, audits, and policy changes</li><li>Handle billing inquiries and carrier communication</li><li>Market and negotiate renewal accounts as needed</li><li>Support quoting and placement of new business</li><li>Provide exceptional customer service in English and Spanish</li></ul><p>Qualifications:</p><ul><li>Commercial lines experience preferred</li><li><b>Bilingual (English/Spanish) required</b></li><li>2-20 license preferred; 4-40 license accepted</li><li>Strong knowledge of commercial coverages</li><li>Experience with agency management systems and carrier portals</li><li>Organized, proactive, and growth-oriented</li></ul><p>Join a growing agency where you&rsquo;ll play a key role in expanding our commercial lines division.</p><p>Job Type: Permanent</p><p>Pay: $35,000.00 - $55,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Patra Corporation

<div>About Patra:
<p>
Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.</p>
Core Duties:
<div>
The Select Account Associate Manager supports the Account Manager (AM) in all aspects of desk management, gradually assuming responsibilities to promote into an Associate Account Manager and then an Account Manager position. Under direction, the Associate supports an agreed upon book of business and utilizes India team to support while adhering to Patra servicing standards. Develop and maintain relationships with clients, carriers, team members, India team and Client Consultants; Manage all aspects of customer service for clients; non-service center and surplus lines; support growth of existing book through account rounding and new business; maintain clients and policies in agency management systems; make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs. The level of employee autonomy increases from junior through senior levels.</div><div><br>
</div><div><b>Patra Core Competencies</b></div><ul><li>
Knows the Business</li><li>
Leads Others</li><li>
Accountable</li><li>
Team Player</li></ul><div><b>
Job Duties by Competency</b></div><div></div><div><b><br>
Knows the Business</b></div><ul><li>
Check policy discrepancy checklists against policies, endorsements, and applications<ul><li>
Advise AM of any changes needed</li></ul></li><li>
Assist in the renewal process including, but not limited to:<ul><li>
Create applications in agency management system</li><li>
Request renewal changes from insureds</li><li>
Follow up with carrier and/or insureds for pertinent information</li><li>
Request quotes from carriers utilizing proper applications and corresponding documentation</li><li>
Prepare quote presentation and details for AM&rsquo;s review</li><li>
Update Node as directed by AM</li><li>
Prepare binders to be sent to the insured for AM&rsquo;s review</li></ul></li></ul><ul><li>
Activity/task cleanup</li><li>
Send certificate requests to the team</li><li>
Process rush certificates needed under 2 hours</li><li>
Respond to India team questions as directed by AM</li><li>
Filing in document management system</li><li>
Process endorsement requests and inquiries from insureds to carriers</li><li>
Assist with finance quote requests and light accounting</li><li>
Research issues as presented by AM and report back findings</li><li>
Adapt to various insurance carrier rating websites</li><li>
Assist in creating Broker of Record letters as directed by the AM (pre-filling information)</li><li>
Order loss runs from carriers and wholesalers as needed</li><li>
Complete surplus filings with information provided by the AM</li><li>
Maintain a paperless workflow</li><li>
Maintain knowledge of various states insurance guidelines</li><li>
Understand customer challenges and partner to find solutions</li><li>
Special projects as directed by Account Manager or Manager</li><li>
Other duties as assigned</li></ul><div><b>
Accountable</b></div><ul><li>
Solve problems quickly and effectively and implement solutions to meet the needs of account manager/client</li><li>
Deliver strong customer service by responding swiftly and managing inquiries, concerns and requests from incoming phone calls, emails, faxes, and mail from account manager/client/team</li><li>
Use analytical and critical thinking in work processes and communication skills</li><li>
Identify and communicate to AM&rsquo;s any areas where efficiencies can be improved as well as various other elements of the department such as increasing revenue</li></ul><div><b>
Team Player</b></div><ul><li>
Forge relationships with account managers and insurance carriers</li><li>
Maintain knowledge and understanding of technology-based tools and solutions in support of small commercial lines business
</li><li>Must be detail-oriented</li><li>
Superior organizational skills</li><li>
Self-Starter</li><li>
Excellent verbal and written communication skills</li><li><b>
Interpersonal Skills:</b> Demonstrates the ability to work well with Patra colleagues and clients and with external organizations</li><li>
Excellent computer/internet/Microsoft skills</li><li>
Excellent time management skills</li></ul><div><b>
Promotes Culture of Respect &amp; Safety:</b> Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned.</div><div></div><div><b><br>
Knowledge, Skills and Abilities</b></div><ul><li>
1-5 years of Commercial Lines Retail Insurance Experience</li><li>
Possess current and active insurance P&amp;C license</li><li>
Accurate data entry</li><li>
Excellent typing skills</li><li>
Compliance: Subject to and expected to comply with all applicable Patra Corp policies and procedures</li></ul><div><b>
 </b><b>Working Conditions</b></div><ul><li>
Work from home</li><li>
Minimum internet speed of 6 mbps download and 3 mbps upload, no satellite</li><li>
Subject to and expected to comply with all applicable Patra Corp policies and procedures</li></ul><div><b>
 </b><b>Physical Requirements*</b></div><ul><li>
Constantly perform desk-based computer tasks</li><li>
Frequent sitting</li><li>
Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds</li><li>
Sort/file paperwork, rarely twist/bend/stoop/squat</li><li>
Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job<i>.</i></li></ul>
Equal Employment Opportunity:
<div>
Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.</div></div><div></div>

Associate Account Manager - Commercial Lines

Hurley Insurance Group

<div><div><div><b>Benefits:</b></div>
<ul><li>Flexible schedule</li>
</ul></div><div><div><br>
<i>Hurley Insurance Group is looking to hire a full time commercial lines producer. HIG is looking for a friendly, outgoing, and driven professional to bring in new commercial insurance accounts. A current Property &amp; Casualty insurance license and insurance experience is required. A hybrid work from home arrangement may be discussed.</i><br>
<br>
<i>We have been in business since 1986 and remain locally owned and operated!<br>
</i><br>
<br>
<br>
<br>
<b>Job Description:</b>
</div><div>The Commercial Lines Producer at Hurley Insurance Group is responsible for maintaining and maximizing profitable relationships with commercial lines clients and growing the book of business through new client sales.<br>
<br>
<b>Benefits/Perks</b>
</div><ul><li>Competitive Pay</li>
<li>Professional Development</li>
<li>Job Stability in a growing industry</li>
</ul>
<div></div><div><b>Responsibilities</b></div>
<ul><li>Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.</li>
<li>Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.</li>
<li>Actively partner, network, and plan for new clients and business opportunities.</li>
<li>Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.</li>
<li>Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.</li>
<li>Support and prepare clients for renewal and retention and maintain strong client relationships.</li>
<li>Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.</li>
<li>Review client audits, verify and facilitate corrections as needed and maintain A/R and billing</li>
</ul>
<div></div><div><b>Qualifications</b></div>
<ul><li>Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor&rsquo;s Degree or comparable work experience.</li>
<li>Possess a valid driver&rsquo;s license and a source of reliable transportation.</li>
<li>Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.</li>
<li>Have a proven track record of business to business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.</li>
<li>Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.</li>
<li>Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.</li>
<li>Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.</li>
</ul>
</div><p>Flexible work from home options available.</p><p><i>
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.</i></p></div>

Commercial Lines Producer

LRA Insurance

<div><p>The Commercial Lines Assistant Account Manager supports Account Managers in servicing commercial insurance accounts. This includes tasks such as loss runs, proposals and pre-renewals, billing inquiries, processing endorsements, claims follow-up, underwriting requests, and occasional quoting. This role follows the agency's service standards and ensures accurate, timely work that upholds the agency's quality expectations.</p>
<p><b>Primary Responsibilities</b></p>
<ul><li>Provide technical support to Account Managers</li><li>
Request loss runs</li><li>
Review audits and request worksheets when needed</li><li>
Prepare proposals and pre-renewals</li><li>
Process advanced endorsements</li><li>
Follow up on claims</li><li>
Complete policy check-ins</li><li>
Communicate with underwriters</li><li>
Add or delete equipment as required</li></ul>
<p><b>Personal and Organizational Development</b></p>
<ul><li>Follow established workflows to ensure efficient and accurate processing</li><li>
Maintain positive and effective relationships with clients, coworkers, carriers, vendors, and business partners</li><li>
Stay informed on industry updates, new products, legislation, coverage changes, and technology</li><li>
Communicate clearly with others and collaborate to support agency goals</li></ul>
<p><b>Knowledge, Skills, and Abilities</b></p>
<ul><li>Minimum of one year of commercial insurance experience</li><li>
Advanced certificate processing skills</li><li>
Strong written and verbal communication</li><li>
Ability to interpret written and verbal instructions and understand abstract information</li><li>
Strong attention to detail</li><li>
Familiarity with AMS360 and ImageRight</li><li>
Ability to process written and digital materials visually</li><li>
Active Property and Casualty license required for remote work</li><li>
Knowledge of insurance products and markets</li><li>
Ability to manage complex tasks with multiple variables</li></ul></div>

Commercial Lines Assistant Account Manager

Gallagher

<div><b>Introduction</b><br>
<div>
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they&rsquo;re free to grow, lead, and innovate. You&rsquo;ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you&rsquo;re not just improving clients' risk profiles, you&rsquo;re building trust. You&rsquo;ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you&rsquo;re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.</div><div><br>
</div><br>
<b>Overview</b><div><br>
We are seeking a <b>Client Service Manager</b> to join our growing team! The ideal candidate is someone who is passionate about building relationships with clients, will collaborate with the team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide.<br>
</div><br>
<b>How you'll make an impact</b><br>
<ul><li>
Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner.</li><li>
Secure existing business and drive the sale of additional services and lines of coverage.</li><li>
Nurture relationships with your clients</li><li>
Conduct periodic audits to ensure compliance standards and service levels are met.</li><li>
Maintain accurate client and policy data and documents within your Gallagher systems.</li><li>
Use Gallagher's technology to improve productivity and quality.</li></ul><h2 class="jobSectionHeader"><b>
Skills for Success:</b></h2><ul><li>
Previous commercial insurance knowledge and experience managing client relationships.</li><li>
Ability and desire to deliver an exceptional client experience</li><li>
Develop a professional rapport with internal and external partners</li><li>
Utilize your resilient and adaptable mentality in the face of shifting priorities</li><li>
Eagerness to collaborate with all Gallagher teams and employees</li></ul>
<br>
<b>About You</b><div><br>
Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience.</div><div>
Proficiency in Microsoft Office.</div><div>
A Property and Casualty License<br>
<br>
Preferred:</div><div>
Previous insurance knowledge and experience managing client relationships.</div><div>
Solid financial acumen.
<br>
<br>
Behaviors:</div><div>
Proficient in using technology as a tool to maximize productivity and quality.</div><div>
Strong written and verbal communication skills.</div><div>
Comfortably engages others in consultative discussion.</div><div>
Effectively manages/balances multiple and sometimes competing priorities.</div><div>
Works in a self-directed manner.</div><div></div><div><br>
#LI-JC1</div><br>
<br>
<b>Compensation and benefits</b><p><br>
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
</p><p>Below are the <b>minimum core benefits</b> you&rsquo;ll get, depending on your job level these benefits may improve:
</p><ul><li>Medical/dental/vision plans, which start from day one!</li><li>
Life and accident insurance</li><li>
401(K) and Roth options</li><li>
Tax-advantaged accounts (HSA, FSA)</li><li>
Educational expense reimbursement</li><li>
Paid parental leave</li></ul><div><b>
Other benefits include:</b></div><ul><li>
Digital mental health services (Talkspace)</li><li>
Flexible work hours (availability varies by office and job function)</li><li>
Training programs</li><li>
Gallagher Thrive program &ndash; elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing</li><li>
Charitable matching gift program</li><li>
And more...</li></ul><div><i>
**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.</i></div><div></div><div><b><br>
We value inclusion and diversity</b></div><p>
Click Here to review our U.S. Eligibility Requirements</p><p>
Inclusion and diversity (I&amp;D) is a core part of our business, and it&rsquo;s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
</p><p>Gallagher embraces our employees&rsquo; diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.</p><p>
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as &ldquo;protected characteristics&rdquo;) by applicable federal, state, or local laws.
</p><p>Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.</p></div>

Account Manager, Commercial Lines

White Castle Roofing

<div><p><b>Commercial Service / Operations Manager</b></p>
<p><b>
Denver Market | White Castle Roofing Full-Time</b></p><p></p><p><br>
White Castle Roofing is seeking a <b>hands-on Commercial Service / Operations Manager</b> to lead our Denver market. This role is responsible for driving accountability, managing daily service operations, developing team members, and ensuring high-quality, safe, and profitable work.</p><p></p><p><br>
This is a leadership role for someone who takes ownership, thinks critically, and steps in wherever needed to keep the market running strong.</p><p></p><p><b><br>
Key Responsibilities</b></p>
<ul>
<li>Lead, train, and develop the service team</li>
<li>Set goals and drive accountability and results</li>
<li>Oversee daily operations, scheduling, and field coordination</li>
<li>Serve as a primary point of contact for customers</li>
<li>Diagnose roofing issues and ensure quality execution</li>
<li>Ensure safety, documentation, and company standards are met</li>
<li>Step in with job superintending or on-site support as needed</li></ul><br>
<p></p>
<p><b>
Qualifications</b></p>
<ul>
<li>2+ years of experience in a related field</li>
<li>Knowledge of TPO, shingle, metal, and tar &amp; gravel roofing systems</li>
<li>Strong communication, leadership, and problem-solving skills</li>
<li>Ability to work independently and take initiative</li>
<li>Lives out our core values: <b>Safety, Hustle, Trust</b></li>
<li>High School Diploma required</li></ul><br>
<p></p>
<p>
Schedule</p><p></p><p><b><br>
Monday&ndash;Friday | 8:00 AM&ndash;5:00 PM</b> (Occasional nights and weekends as needed)</p><p></p><p><br>
Benefits</p>
<ul>
<li>PTO &amp; Paid Holidays</li>
<li>Health, Vision &amp; Dental Insurance</li>
<li>Employer-Paid Life Insurance &amp; Short-Term Disability</li>
<li>401(k)</li>
<li>Profit-Sharing Bonus</li>
<li>Annual Apparel Allowance</li></ul></div><p></p>

Commercial Operations Manager

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