Jobs at Leavitt Group

Sell commercial insurance to small and mid-size businesses by assessing client risks, recommending tailored P&C solutions, managing new and renewal policies, and building long-term client relationships. Work with agency support and industry experts, participate in training and incentives, and pursue uncapped commission targets.

Sell consultatively to C-suite and business owners in Colorado Springs, building relationships and providing commercial risk management and insurance solutions. Work with agency experts to structure P&C and risk strategies, manage new and renewing accounts, and pursue uncapped commission-based earnings.

Outside B2B sales role building relationships with C-suite and business owners to sell risk management and insurance solutions. Use consultative selling, leverage agency experts for complex offerings, and grow new and renewal accounts with uncapped commission and company support.

Serve as a trusted advisor managing a book of commercial insurance accounts focused on Oil & Gas. Handle renewals, policy changes, endorsements, audits, certificates, billing, and claims coordination. Analyze coverage, identify gaps, collaborate with producers and carriers to place business, maintain agency management records, and pursue cross-selling opportunities.

Manage and retain a book of commercial insurance business, place new and renewal policies, handle endorsements/audits/certificates, reconcile accounts, advise on coverage, analyze renewals, collaborate with producers and carriers, use AMS360 and agency systems, and mentor team members.

Manage commercial insurance accounts: prepare submissions, coordinate with producers and account executives, obtain quotes, create proposals and proposal booklets, issue certificates, endorsements, invoices, and auto ID cards, and ensure policy accuracy and client binders.

Provide inbound customer service for personal lines insurance: answer calls, process policy changes and payments, handle billing and verifications, educate clients on coverage, document interactions, use agency and carrier systems, and support account managers with administrative tasks.

Manage and grow a portfolio of personal insurance clients through cross-selling, new business development, retention, and outstanding customer service. Conduct account reviews, generate leads via outbound calls and networking, re-quote prospects, educate clients on coverage, and connect clients to basic life insurance resources.

The Personal Lines Account Manager handles inbound service and sales calls, manages customer accounts, addresses insurance inquiries, and ensures proper coverage.

As a Commercial Risk Advisor, you will use consultative sales techniques to build relationships with executives, offering risk management solutions and support.

The Personal Lines Account Manager provides customer service and sales support for personal lines, handling requests and ensuring customer satisfaction through effective communication and follow-up.

The Personal Lines Account Manager will manage customer accounts, ensure service quality, process policy changes, resolve complaints, and support sales efforts in personal lines insurance.

Lead day-to-day ICHRA operations team, manage escalations and ticketing, build SOPs and workflows, track KPIs, maintain Salesforce/case trackers, improve onboarding/enrollment/payment/autopay processes, coach staff, and partner with stakeholders to scale service operations and enhance client/member experience.

Coordinate small-employer employee benefit renewals: gather carrier documents, quote plans, update client spreadsheets, communicate with brokers/clients, complete applications and terminations, and maintain notes in BenefitPoint and Monday.com. Support new business and assist Client Managers while meeting deadlines and service metrics.

The Personal Risk Advisor develops client relationships, assesses personal risks, recommends tailored insurance solutions, and boosts sales through networking and community involvement.

As a Personal Account Manager, you will manage personal insurance clients, providing support with policy servicing, renewals, and communication. You will ensure timely and empathetic service while maintaining accurate records and coordinating with clients and producers.

Manage commercial insurance accounts by preparing submissions, coordinating with producers and account executives, obtaining quotes, creating proposals, issuing certificates and ID cards, and ensuring policy accuracy and invoicing. Serve as primary support for timelines, endorsements, and client binders.

The Commercial Lines Account Manager at Leavitt Insurance will manage commercial accounts, ensuring seamless client support, preparing insurance applications, and collaborating with producers and internal teams.

The Commercial Lines Account Executive role involves developing relationships with prospective customers, specializing in small commercial business insurance sales, and delivering effective sales presentations. Candidates will receive training and have the potential for uncapped commissions and bonuses.

Manage and service a diverse book of commercial clients, handling renewals, policy changes, claims support, and collaborating with producers.