<div class="job-description-container">
<div class="benefits">
<div>Benefits:</div>
<ul>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>401(k) matching</li>
<li>Bonus based on performance</li>
<li>Dental insurance</li>
</ul>
</div>
<div class="trix-content">
<div>Full-time · Mid-level (3–5 years) About the Role: Join our growing team as a Commercial Lines Account Manager, serving as the service contact for small business and middle market accounts. You'll manage the full policy cycle — renewal prep, remarketing, coverage analysis, and claims advocacy — while partnering closely with producers to retain and grow relationships. What You'll Do • Manage a book of commercial accounts (GL, Property, Auto, WC, Umbrella) with a focus on high-touch service and strong retention • Lead renewals end-to-end: marketing to carriers, negotiating terms, and presenting coverage recommendations • Identify coverage gaps and cross-sell opportunities to support account growth • Translate complex policy language into clear, actionable client guidance • Partner with producers on new business, account rounding, and retention strategies • Advocate for clients during claims, coordinating with carriers for timely outcomes • Maintain accurate documentation in agency management systems (QQ Catalyst, AMS360, etc.) What We're Looking For • 3–5 years of commercial lines experience in an independent agency, brokerage, or carrier • Active NC Property &amp; Casualty license • Strong knowledge of commercial coverages and policy forms across multiple lines • Experience with agency management systems (QQ Catalyst, AMS360, or similar) • Clear communicator, highly organized, and able to manage a high-volume load with competing deadlines • Client-first mindset with a proactive service approach Nice to Have • ACORD forms and carrier portal experience • Familiarity with E&amp;S / non-admitted markets • Industry vertical background (contractors, hospitality, professional services, etc.) Compensation &amp; Benefits • Base salary: $55,000–$75,000 with growth potential • Full-time | Mon–Thu in office, hybrid Fridays • Health, dental, vision, LTD &amp; LTC insurance · 401(k) with match · PTO &amp; paid holidays · CE support &amp; designation reimbursement · Stable, team-oriented culture</div>
</div>
 <div class="account_description">
<h1 style="font-weight: 300;color: #003087;text-align: center;">YOUR FUTURE as an Independent Insurance Agent Starts Here</h1> If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice! IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?  
</div>
 
<div class="disclaimer-v2">
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
</div>
</div>

Manage a book of commercial accounts with a focus on high-touch service and strong retention. Lead renewals end-to-end, identify coverage gaps, translate complex policy language into client guidance, and advocate for clients during claims. Maintain accurate documentation in agency management systems.

<div class="job-description-container">
<div class="benefits">
<div>Benefits:</div>
<ul>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
<li>401(k) matching</li>
<li>Bonus based on performance</li>
<li>Dental insurance</li>
</ul>
</div>
<div class="trix-content">
<div>Full-time · Mid-level (3–5 years) About the Role: Join our growing team as a Commercial Lines Account Manager, serving as the service contact for small business and middle market accounts. You'll manage the full policy cycle — renewal prep, remarketing, coverage analysis, and claims advocacy — while partnering closely with producers to retain and grow relationships. What You'll Do • Manage a book of commercial accounts (GL, Property, Auto, WC, Umbrella) with a focus on high-touch service and strong retention • Lead renewals end-to-end: marketing to carriers, negotiating terms, and presenting coverage recommendations • Identify coverage gaps and cross-sell opportunities to support account growth • Translate complex policy language into clear, actionable client guidance • Partner with producers on new business, account rounding, and retention strategies • Advocate for clients during claims, coordinating with carriers for timely outcomes • Maintain accurate documentation in agency management systems (QQ Catalyst, AMS360, etc.) What We're Looking For • 3–5 years of commercial lines experience in an independent agency, brokerage, or carrier • Active NC Property &amp; Casualty license • Strong knowledge of commercial coverages and policy forms across multiple lines • Experience with agency management systems (QQ Catalyst, AMS360, or similar) • Clear communicator, highly organized, and able to manage a high-volume load with competing deadlines • Client-first mindset with a proactive service approach Nice to Have • ACORD forms and carrier portal experience • Familiarity with E&amp;S / non-admitted markets • Industry vertical background (contractors, hospitality, professional services, etc.) Compensation &amp; Benefits • Base salary: $55,000–$75,000 with growth potential • Full-time | Mon–Thu in office, hybrid Fridays • Health, dental, vision, LTD &amp; LTC insurance · 401(k) with match · PTO &amp; paid holidays · CE support &amp; designation reimbursement · Stable, team-oriented culture</div>
</div>
 <div class="account_description">
<h1 style="font-weight: 300;color: #003087;text-align: center;">YOUR FUTURE as an Independent Insurance Agent Starts Here</h1> If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice! IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?  
</div>
 
<div class="disclaimer-v2">
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
</div>
</div>

Huntersville

ACORD forms and carrier portal experience

Familiarity with E&S / non-admitted markets

Industry vertical background (contractors, hospitality, professional services, etc.)

3–5 years of commercial lines experience in an independent agency, brokerage, or carrier

Active NC Property & Casualty license

Strong knowledge of commercial coverages and policy forms across multiple lines

Experience with agency management systems (QQ Catalyst, AMS360, or similar)

Commercial Lines Experience

NC Property & Casualty License

Knowledge of Commercial Coverages

Agency Management Systems

Communication

Organizational Skills

Client Service Mindset

ACORD Forms Experience

Familiarity with E&S Markets

Industry Vertical Background

Commercial Lines Account Manager

At Leavitt Elite Insurance Advisors (LEIA), we help our clients achieve peace of mind by protecting their assets, preparing for uncertainty, and building financial success. We believe in excellence, integrity, collaboration, and continual growth — doing the right thing, every time.About the RoleAs a Commercial Lines Account Manager, you’ll manage and service a diverse book of commercial clients, ensuring their coverage needs are met with precision and care. You’ll handle renewals, policy changes, claims support, and work closely with producers and carriers to deliver exceptional service and solutions.What You’ll Do<ul style="min-height:1.5em"><li>Provide day-to-day support for commercial clients — from coverage questions to claims assistance.</li><li>Manage renewals, applications, and policy changes to ensure seamless coverage.</li><li>Collaborate with producers to market and quote new and renewal business.</li><li>Maintain accurate client and policy data in AMS360.</li><li>Prepare certificates, binders, endorsements, and other policy documents.</li><li>Support clients with billing inquiries and coordinate with accounting.</li><li>Stay current on industry trends, carrier products, and market opportunities.</li></ul>What We’re Looking For<ul style="min-height:1.5em"><li>2+ years of experience in commercial insurance account management or customer service.</li><li>Strong communication, organization, and multitasking skills.</li><li>Proficiency in Microsoft Office; AMS360 or Agency Zoom experience a plus.</li><li>NC Property &amp; Casualty License (required), Life &amp; Health license a plus.</li><li>A team-oriented mindset with a focus on excellence and client satisfaction.</li></ul>Why Join LEIA<ul style="min-height:1.5em"><li>Competitive pay and growth opportunities.</li><li>Comprehensive benefits: Medical, dental, vision, life, and disability coverage.</li><li>401(k) with company match.</li><li>Paid time off for vacation, sick days, and holidays.</li><li>Company-paid continuing education and licensing support.</li></ul>As a national company, the Leavitt Group is one of the largest privately held insurance agency brokerage in the nation, with over 275 locations across 28 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.LI-LM1<div><div style="left:0;width:100%;height:0;position:relative;padding-bottom:56.25%"></div></div>

Manage and service a diverse book of commercial clients, handle renewals, policy changes, claims support, and collaborate with producers and carriers to deliver exceptional service.

At Leavitt Elite Insurance Advisors (LEIA), we help our clients achieve peace of mind by protecting their assets, preparing for uncertainty, and building financial success. We believe in excellence, integrity, collaboration, and continual growth — doing the right thing, every time.About the RoleAs a Commercial Lines Account Manager, you’ll manage and service a diverse book of commercial clients, ensuring their coverage needs are met with precision and care. You’ll handle renewals, policy changes, claims support, and work closely with producers and carriers to deliver exceptional service and solutions.What You’ll Do<ul style="min-height:1.5em"><li>Provide day-to-day support for commercial clients — from coverage questions to claims assistance.</li><li>Manage renewals, applications, and policy changes to ensure seamless coverage.</li><li>Collaborate with producers to market and quote new and renewal business.</li><li>Maintain accurate client and policy data in AMS360.</li><li>Prepare certificates, binders, endorsements, and other policy documents.</li><li>Support clients with billing inquiries and coordinate with accounting.</li><li>Stay current on industry trends, carrier products, and market opportunities.</li></ul>What We’re Looking For<ul style="min-height:1.5em"><li>2+ years of experience in commercial insurance account management or customer service.</li><li>Strong communication, organization, and multitasking skills.</li><li>Proficiency in Microsoft Office; AMS360 or Agency Zoom experience a plus.</li><li>NC Property &amp; Casualty License (required), Life &amp; Health license a plus.</li><li>A team-oriented mindset with a focus on excellence and client satisfaction.</li></ul>Why Join LEIA<ul style="min-height:1.5em"><li>Competitive pay and growth opportunities.</li><li>Comprehensive benefits: Medical, dental, vision, life, and disability coverage.</li><li>401(k) with company match.</li><li>Paid time off for vacation, sick days, and holidays.</li><li>Company-paid continuing education and licensing support.</li></ul>As a national company, the Leavitt Group is one of the largest privately held insurance agency brokerage in the nation, with over 275 locations across 28 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.LI-LM1<div><div style="left:0;width:100%;height:0;position:relative;padding-bottom:56.25%"></div></div>

Mooresville

Life & Health license a plus

AMS360 or Agency Zoom experience a plus

2+ years of experience in commercial insurance account management or customer service

NC Property & Casualty License (required)

Commercial Insurance Account Management

Customer Service

Organization

Multitasking

Microsoft Office

AMS360

Agency Zoom

Life & Health License

Full Time RoleOnsite: in Mooresville, NCSUMMARY:The Commercial Lines Account Manager is responsible for day-to-day account management for clients with complex coverage needs including coverage/policy questions, claims handling, and providing high customer service satisfaction. The ideal Commercial Insurance Account Manager will possess a wide range of commercial lines account management skills, including but not limited to customer service, administration, and sales. The position requires experience managing both small and large commercial accounts and a strong understanding of the underwriting process including new and renewal business.RESPONSIBILITIES:<ul><li>Receive phone calls from clients and companies and comply with the request and/or refer to the producers</li><li>Request renewal information from insured and send out applications if necessary</li><li>Assist clients with amendments to submission applications</li><li>Contact insured for updated renewal information at least ninety (90) days in advance and/or as directed by producer</li><li>Service commercial accounts to prevent a gap and/or lapse in coverage, thus reducing our E&amp;O exposures</li><li>Support and assist insured with claims processing and inquiries</li><li>Make personal contact with the marketing department to obtain the best markets for all new and renewal business. Perform or request all necessary ratings suDicient for policy quotes and/or issuance</li><li>Prepare binders, certi?cates, endorsements, policies, lost policy releases, loss run requests and account balance status when requested</li><li>Maintain AMS360 platform with updated client policy information and attachments</li><li>Accounting: Send carrier payables to accounting, agency billing to client</li><li>Assist clients with policy change requests</li><li>Collaborates with Personal Lines Account Managers for commercial clients</li><li>Communicates with supported Producer(s) on a regular basis to keep them updated on client activity</li></ul>OTHER DUTIES/RESPONSIBILITIES<ul><li>Stays abreast of trends and products, pricing, and competitive markets.</li><li>Participate in seminars and other training to maintain required licenses and for knowledge and skill development.</li><li>Solicit business from new/referral sources.</li><li>Ensure that all out-of-state business, the writing company is the winner of non-resident encounter signature arrangement in the state where the risk is located.</li></ul>REQUIREMENTS:<ul><li>Full-time position (37.5 hours a week)</li><li>2-3 years of customer sales and service skills in the insurance industry desirable</li><li>Attend insurance classes that will increase understanding of the industry and satisfy state licensing CE requirements</li><li>Participate in company training classes as required</li><li>Adheres to the Client’s Elite Governing Principles</li><li>Adheres to Company Policies and Procedures as set forth </li></ul>QUALIFICATIONS<ul><li>Excellent sales and customer service experience</li><li>Excellent communication skills both verbal and written</li><li>Strong attention to detail and organizational skills</li><li>Possesses time management and the ability to prioritize</li><li>Ability to multi-task and function in a fast-paced environment</li><li>Ability to work in a collaborative environment</li><li>Knowledge and use of Microsoft ODice, Word, and Excel</li><li>AMS360 and Agency Zoom knowledge preferred but not required </li></ul>EDUCATION<ul><li>High school diploma or general education degree (GED)</li><li>NC Property &amp; Casualty License required</li><li>NC Life and Health license optional</li><li>Nonresident licensing may be  </li></ul>

Manage commercial lines accounts, ensuring client satisfaction and compliance with industry standards. Collaborate with clients to assess their insurance needs and provide tailored solutions.

Full Time RoleOnsite: in Mooresville, NCSUMMARY:The Commercial Lines Account Manager is responsible for day-to-day account management for clients with complex coverage needs including coverage/policy questions, claims handling, and providing high customer service satisfaction. The ideal Commercial Insurance Account Manager will possess a wide range of commercial lines account management skills, including but not limited to customer service, administration, and sales. The position requires experience managing both small and large commercial accounts and a strong understanding of the underwriting process including new and renewal business.RESPONSIBILITIES:<ul><li>Receive phone calls from clients and companies and comply with the request and/or refer to the producers</li><li>Request renewal information from insured and send out applications if necessary</li><li>Assist clients with amendments to submission applications</li><li>Contact insured for updated renewal information at least ninety (90) days in advance and/or as directed by producer</li><li>Service commercial accounts to prevent a gap and/or lapse in coverage, thus reducing our E&amp;O exposures</li><li>Support and assist insured with claims processing and inquiries</li><li>Make personal contact with the marketing department to obtain the best markets for all new and renewal business. Perform or request all necessary ratings suDicient for policy quotes and/or issuance</li><li>Prepare binders, certi?cates, endorsements, policies, lost policy releases, loss run requests and account balance status when requested</li><li>Maintain AMS360 platform with updated client policy information and attachments</li><li>Accounting: Send carrier payables to accounting, agency billing to client</li><li>Assist clients with policy change requests</li><li>Collaborates with Personal Lines Account Managers for commercial clients</li><li>Communicates with supported Producer(s) on a regular basis to keep them updated on client activity</li></ul>OTHER DUTIES/RESPONSIBILITIES<ul><li>Stays abreast of trends and products, pricing, and competitive markets.</li><li>Participate in seminars and other training to maintain required licenses and for knowledge and skill development.</li><li>Solicit business from new/referral sources.</li><li>Ensure that all out-of-state business, the writing company is the winner of non-resident encounter signature arrangement in the state where the risk is located.</li></ul>REQUIREMENTS:<ul><li>Full-time position (37.5 hours a week)</li><li>2-3 years of customer sales and service skills in the insurance industry desirable</li><li>Attend insurance classes that will increase understanding of the industry and satisfy state licensing CE requirements</li><li>Participate in company training classes as required</li><li>Adheres to the Client’s Elite Governing Principles</li><li>Adheres to Company Policies and Procedures as set forth </li></ul>QUALIFICATIONS<ul><li>Excellent sales and customer service experience</li><li>Excellent communication skills both verbal and written</li><li>Strong attention to detail and organizational skills</li><li>Possesses time management and the ability to prioritize</li><li>Ability to multi-task and function in a fast-paced environment</li><li>Ability to work in a collaborative environment</li><li>Knowledge and use of Microsoft ODice, Word, and Excel</li><li>AMS360 and Agency Zoom knowledge preferred but not required </li></ul>EDUCATION<ul><li>High school diploma or general education degree (GED)</li><li>NC Property &amp; Casualty License required</li><li>NC Life and Health license optional</li><li>Nonresident licensing may be  </li></ul>

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