Commercial Account Manager at Leavitt Group

Do you excel at managing details, building relationships, and navigating complex commercial insurance programs? As a Commercial Account Manager, you will be a vital member of our client service team—responsible for ensuring businesses across industries remain well-protected, well-served, and well-supported.

In this role, you will manage a book of business alongside commercial risk advisors, handling servicing, renewals, and daily support needs. You will interact directly with business clients, carrier underwriters, and internal teams to deliver accurate coverage, responsive communication, and a consistently high standard of service.

This position is ideal for someone who thrives on precision, values professional collaboration, and takes pride in being a steady, knowledgeable partner to both clients and colleagues.

Compensation & Benefits

We make a significant investment into every team member by offering:

• Competitive salary based on experience
• Optional new sales commission opportunity
• Quarterly bonus opportunities
• Medical, Dental, and Vision Insurance
• HSA and FSA with employer contributions
• 401(k) with employer matching
• Paid Time Off and Paid Holidays
• Company-paid Life and Short-Term Disability Insurance
• Optional Long-Term Disability and Supplemental Life Insurance
• Opportunities for training, certification, and career advancement
  
  

Key Responsibilities

Account & Policy Servicing

• Serve as the primary point of contact for client questions, policy changes, billing inquiries, and general service requests.
• Process endorsements, cancellations, reinstatements, and audit reviews promptly and accurately.
• Issue certificates of insurance (COIs), evidence of property, binders, and other required documentation.
  
  

Renewal Management

• Track renewal timelines and initiate the renewal process 60–90 days prior to expiration.
• Request updated exposure data (e.g., payroll, sales, equipment, vehicles) to prepare for renewal quoting.
• Coordinate with producers to assess renewal strategies—whether to renew as-is, remarket, or re-structure coverage.
  
  

Quoting & Marketing Support

• Prepare submissions for new business and mid-market renewals.
• Obtain quotes from multiple carriers when remarketing is required.
• Review proposals and compare coverages, limits, and pricing to ensure recommendations align with client needs.
  
  

Client Relationship Support

• Build rapport with clients through professional and responsive communication.
• Provide clear explanations of coverage terms, renewal updates, or policy changes.
• Assist clients during claims by coordinating with carriers and ensuring the process runs smoothly.
  
  

System & Carrier Coordination

• Maintain accurate, organized records in the agency management system (AMS360).
• Ensure compliance with documentation standards, activity logs, and policy file completeness.
• Develop working relationships with carrier underwriters and marketing reps to facilitate smooth processing and problem-solving.
  
  

Success Metrics

• Client retention and satisfaction
• Accuracy and timeliness of policy changes and renewals
• Quoting/remarketing turnaround times
• Documentation quality in AMS and carrier systems
• Internal collaboration and producer feedback
  
  

Qualifications

• Experience in a commercial lines insurance servicing role is required
• Active Property & Casualty license preferred Or we will provide all the tools and study materials to allow you to gain your P&C insurance license.
• Strong knowledge of commercial lines coverages (e.g., GL, WC, Property, Auto, Umbrella, E&O, Cyber)
• Proficiency with agency management systems (AMS360 preferred) and carrier portals
• Exceptional organizational skills and attention to detail
• Clear and professional written and verbal communication
• Ability to manage time independently and balance multiple priorities
• Commitment to providing empathetic, high-quality client service
  
  

About Pyron Group | Pyron Coastal

Pyron Group, which operates as Pyron Coastal along the MS Gulf Coast is more than an insurance agency—we’re a people-first organization committed to fostering ease, clarity, and connection in everything we do. We help our clients navigate life with confidence, and we support our teammates in building meaningful, sustainable careers. Our culture is rooted in empathy, simplicity, and joyful service—and we show up consistently for each other and our community.