Commercial Lines Account Manager

Leavitt Group

. Manage and service an assigned book of commercial insurance accounts with a focus on client retention and satisfaction .

Posted 11/10/2026full-timeRapid City • South Dakota • United StatesMid-LevelSenior💰 $52,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing commercial insurance accounts with a focus on client retention, policy servicing, and effective communication of coverage options. Proficient in underwriting processes, account management, and mentoring team members while maintaining strong relationships with clients and carriers.

Highest-signal resume keywords

Commercial Insurance Agency ExperienceActive Property & Casualty LicenseClient-Service MindsetAccount Management SkillsCISR or CISR Elite Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial Insurance CoveragesQuoting and RenewalsPolicy ServicingUnderwriting Information GatheringClaims ReportingCross-Selling OpportunitiesAccount ReconciliationPolicy Form ReviewCompetitive Terms NegotiationCertificate Issuance

Soft Skills

Strong Communication SkillsProblem-Solving AbilityTeam CollaborationDelegation SkillsClient Relationship Building

Tools & Technologies

Microsoft OfficeAgency Management SystemsCarrier Systems

Certifications & Qualifications

Active Property & Casualty LicenseCISR DesignationCISR Elite Designation

Industry Keywords

Commercial Lines Account ManagerInsurance CarriersClient RetentionPolicy ChangesInsurance ProposalsUnderwriting RequirementsCoverage GapsRenewal ActivityInsurance Verification DocumentsMarket and Remarketing Experience

About the role

Key responsibilities & impact

Manage and service an assigned book of commercial insurance accounts with a focus on client retention and satisfaction
Serve as a knowledgeable resource for clients, answering coverage questions, recommending appropriate coverage options, and processing policy changes
Manage renewal and remarketing activity, including gathering underwriting information, completing applications, preparing submissions, and working with carrier partners to obtain competitive terms
Review carrier quotes for pricing and coverage and organize recommendations for producers and account executives
Prepare accurate, professional insurance proposals for presentation to clients and prospects
Quote new business and support producers and sales team members throughout the placement process
Issue certificates of insurance, auto ID cards, and other insurance verification documents
Review policies and carrier documents for accuracy and follow through on discrepancies or outstanding items
Monitor pending cancellations and assist with premium collection and account reconciliation when needed
Assist clients with claims reporting and follow up with internal and carrier partners regarding claim status
Proactively review client accounts to identify coverage gaps, additional coverage needs, and cross-selling opportunities
Stay informed about carrier products, underwriting requirements, policy forms, binding authority, and industry changes
Help mentor and support other account management team members by sharing knowledge and appropriately delegating work
Build positive, professional relationships with clients, carrier partners, and internal team members

Requirements

What you’ll need

3+ years of commercial insurance agency experience, preferably in a Commercial Lines Account Manager role
Active Property & Casualty license required
Strong working knowledge of commercial insurance coverages, carrier requirements, policy forms, quoting, renewals, and account servicing
Experience marketing and remarketing commercial accounts and working directly with insurance carriers
Strong client-service mindset with the ability to communicate coverage information clearly and professionally
Ability to manage multiple accounts, deadlines, renewals, and client requests while maintaining accuracy and follow-through
Comfortable taking ownership of client issues and working collaboratively to resolve problems
Ability to delegate appropriately and provide support or guidance to other team members
Proficiency with Microsoft Office and the ability to learn and work effectively within agency management and carrier systems
High school diploma or GED required
CISR or CISR Elite designation is preferred, or willingness to work toward the designation

Benefits

Comp & perks

Competitive compensation
Medical, Dental, Vision
FSA/HSA & Life Insurance
401(k) with company benefits
Competitive PTO including vacation and sick time, and company holidays
Wellness Program