Leavitt Coastal Valley, a proud affiliate of Leavitt Group, is seeking a talented, relationship-driven Commercial Lines Account Manager to join our team in Santa Maria, CA.

If you enjoy building client relationships and delivering exceptional service, this is a great opportunity to grow your career with one of the nation’s largest privately held insurance brokerages.

What You’ll Do

You’ll support and service a diverse portfolio of commercial clients, delivering exceptional customer care while ensuring coverage needs are handled accurately, efficiently, and with attention to detail.

Your responsibilities will include:

Preparing and submitting commercial insurance applications

Coordinating with carriers to obtain quotes and manage marketing efforts

Creating and reviewing proposals, policies, endorsements, and binders

Issuing certificates of insurance and auto ID cards

Managing policy updates, invoicing, and servicing activities

Maintaining strong relationships with clients, carriers, and internal teams

Ensuring accuracy, efficiency, and timely service throughout the account lifecycle

What We’re Looking For

The ideal candidate is detail-oriented, proactive, and experienced in servicing commercial insurance accounts.

Qualifications include:

4+ years of commercial lines insurance experience managing a small commercial book of business

Active Property & Casualty License

Strong proficiency in Microsoft Office, including Excel and Word

Excellent communication and organizational skills

Experience working with carrier rating platforms and underwriting systems

AMS360 experience strongly preferred

Ability to manage multiple priorities while maintaining exceptional client service

Eagerness to learn, grow, and take on new challenges.

Bilingual skills (Spanish preferred) are a plus but not required.

Why Join Leavitt Coastal Valley?

We offer a collaborative culture, career growth opportunities, and a strong commitment to work-life balance.

What We Offer

Competitive compensation: $65,000–$75,000 DOE

Paid licensing renewal and continuing education

Comprehensive benefits package including:

Medical, Dental, Vision

FSA/HSA & Life Insurance

401(k) with company benefits

Competitive PTO including vacation and sick time, and company holidays

Wellness program and employee support resources

Career growth opportunities within a national organization

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.

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