Sales Executive managing Travelers agency assignments, optimizing business development and retention goals. Collaborating with internal teams to align sales strategies and enhance market performance.
About the role
- Commercial Lines Account Manager delivering exceptional service and retaining insurance clients at Leavitt Group. Identifying coverage needs and driving growth in a collaborative environment.
Responsibilities
- Develop deep, long-term connections with clients built on trust, responsiveness, and reliability.
- Drive retention and growth by proactively reaching out, reviewing accounts, and finding ways to enhance coverage.
- Manage all aspects of policy servicing, including renewals, endorsements, certificates, audits, and claims support.
- Ensure accurate documentation and compliance with agency and carrier guidelines by verifying that issued policies align with the original submissions, quotes, and proposal documents
- Partner with team members to streamline processes, support agency growth, and ensure every client receives the best possible experience.
- Participate in marketing efforts, share insights, and represent the agency with professionalism and enthusiasm.
Requirements
- Must hold a current Florida Property & Casualty License
- Minimum of two years of industry experience working in property and casualty (P&C) insurance, with a focus on commercial lines
- Strong knowledge of insurance coverages, carriers, and underwriting processes relevant to small and middle market clients.
- Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
- Possesses strong time management skills with the ability to prioritize tasks, respond promptly, and maintain high-quality work with timely follow-through.
Benefits
- Competitive Compensation
- A people-first culture that values work-life balance
- Ongoing training and career development opportunities including paid license renewal and continuing education
- Comprehensive benefits package (medical, dental, vision, 401(k))
- Paid time off (vacation & sick time)
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