Commercial Lines Account Manager
External
Leavitt · WorldwidePrepare for this interview
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About the role
As a Commercial Lines Account Manager, you will serve as a trusted advisor to clients, managing the day-to-day service and retention of complex commercial accounts with a primary focus on Oil & Gas operations. You'll partner closely with producers, carriers, and internal teams to deliver proactive service, strategic coverage solutions, and an exceptional client experience.
Responsibilities
- Manage and service an assigned book of commercial business, with a focus on Oil & Gas accounts.
- Build strong client relationships by providing timely, accurate, and professional support.
- Coordinate renewals, policy changes, endorsements, audits, certificates, and other servicing needs.
- Review coverage needs and provide guidance on risk management and insurance solutions.
- Collaborate with producers and carrier partners to market, quote, and place new and renewal business.
- Analyze policies and renewal terms to identify coverage gaps, exposures, and opportunities for improvement.
- Assist clients with billing questions, claims coordination, and policy-related inquiries.
- Maintain accurate and up-to-date client information within agency management systems.
- Stay informed on industry trends, carrier appetite, underwriting guidelines, and market conditions affecting Oil & Gas risks.
- Identify cross-selling and account-rounding opportunities to enhance client protection and support agency growth.
Requirements
- 5+ years of Commercial Lines Account Management experience , preferably servicing Oil & Gas accounts .
- Strong understanding of commercial insurance coverages, policy forms, and risk exposures within the Oil & Gas industry.
- Experience working with Construction , Agriculture/Farm , or other complex commercial accounts is highly valued.
- Active Property & Casualty License
- Excellent communication, organizational, and problem-solving skills.
- Ability to manage multiple priorities while maintaining exceptional attention to detail.
- Strong client service mindset with a consultative approach to account management.
- Experience with agency management systems and Microsoft Office products.
Benefits
Additional Information
Commercial Lines Account Manager - Oil & Gas Leavitt Group Southwest , a Leavitt Group affiliate, is seeking a knowledgeable and client-focused Commercial Lines Account Manager to join our growing team and support a specialized book of business within the Oil & Gas industry . Candidates must be located in the Mountain Time Zone or a nearby time zone (Pacific or Central) and be available to work primarily during Mountain Time business hours.
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