Commercial Lines Account Manager

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.

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