Senior Relationship Manager managing key strategic clients for Iress, Australia's technology company. Building trusted partnerships and driving client success to enhance revenue growth.
About the role
- Commercial Lines Account Manager for Leavitt Group servicing mid-sized commercial accounts in Arizona. Collaborating with producers to ensure insurance applications are accurate and complete.
Responsibilities
- Preparing accurate and complete insurance applications using underwriting info provided by the producer
- Collaborating daily with the Commercial Lines Manager on key deadlines and ongoing projects
- Coordinating with internal service teams to ensure timely, client-focused execution
- Supporting marketing efforts alongside your assigned Account Executive, including market selection and outreach
- Following up with carriers for quotations and ensuring timely proposal development
- Creating and revising proposals per Account Executive direction and producer/client meetings
- Verifying consistency between submissions, quotes, and final proposals
- Assisting producers with binder issuance and obtaining client sign-offs
- Managing certificate issuance, invoicing, and policy checks
- Reviewing endorsements for accuracy and processing auto ID cards
Requirements
- Active Property & Casualty license in the state of Arizona
- Minimum 5 years of commercial lines insurance experience
- Local to Arizona, preferred and familiar with the regional business market
- Proven experience servicing contractor and construction-related accounts
- Ability to manage a diverse commercial book, including:
- - Contractors
- - Garage accounts
- - Manufacturers
- - Restaurants
- Strong understanding of policy coverage, endorsements, and renewals
- Highly proficient in issuing Certificates of Insurance (COIs) accurately and efficiently
- Comfortable working directly with producers, carriers, and clients
- Detail-oriented, service-driven, and able to manage multiple priorities in a fast-paced environment
- Experience supporting mid-sized commercial accounts preferred
Benefits
- A people-first culture that values work-life balance
- Ongoing training and career development opportunities including paid license renewal and continuing education
- The tools and support you need to succeed
- The chance to work with reputable carriers and a diverse book of business
- Recognition and rewards
- Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
- Vision, Dental, HSA/FSA, & Life Insurance
- Paid time off (vacation & sick time)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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