Commercial Lines Account Manager

Company Description Redwoods Leavitt Insurance Agency is a United States–based insurance agency that provides a range of commercial and personal insurance solutions to businesses and individuals. As part of the broader Leavitt Group network, the agency leverages shared resources and expertise to deliver competitive coverage options and responsive service. Team members collaborate closely with clients to understand their unique risks and design tailored insurance programs.

The agency values professionalism, integrity, and client-focused service, offering opportunities for insurance professionals to grow their careers in a supportive environment.

Role Description The Commercial Lines Account Manager is a full-time, on-site role based in the Medford–Grants Pass Area. This position is responsible for managing a book of commercial accounts, including handling day-to-day service requests, processing policy changes, and coordinating renewals. The Account Manager communicates directly with clients to respond to inquiries, provide coverage explanations, and assist with claims-related questions. The role includes preparing proposals, reviewing coverage options with producers and carriers, and ensuring accurate documentation in agency management systems.

The Account Manager also collaborates with internal teams to maintain high levels of customer satisfaction, support cross-selling opportunities, and follow agency procedures and compliance standards.

• Candidates should possess skills in Commercial Lines Coverage and Insurance to effectively analyze risks and advise clients on appropriate policies.
• Candidates should possess Account Management skills to handle renewals, policy changes, documentation, and overall stewardship of client relationships.
• Candidates should possess strong Customer Service skills to respond promptly to inquiries, resolve issues, and maintain a professional, client-focused approach.
• Candidates should possess knowledge of Employee Benefits as it relates to coordinating or supporting commercial client programs.
• Proficiency with insurance agency management systems and standard office software (e.g., CRM tools, Microsoft Office).
• Excellent written and verbal communication skills, with strong attention to detail and organizational abilities.
• Ability to work collaboratively in an on-site team environment and manage multiple priorities efficiently.
• Prior experience in commercial insurance or a related field; active Property & Casualty insurance license or ability to obtain one within a defined timeframe.