Jobs at Leavitt Group

Designs, implements, and supports Salesforce integrations with internal and third-party systems using APIs, web services, webhooks, and ETL. Owns Salesforce configuration, governance, security, data quality, reporting, and managed packages. Partners with business and technology stakeholders to deliver implementations, enhancements, automation, and process improvements while managing project timelines, risks, documentation, troubleshooting, and user adoption.

Conduct on-site and virtual risk assessments, analyze claims and OSHA data, identify loss trends, and provide practical safety and compliance recommendations. Build client relationships, deliver training on workplace safety and accident prevention, strengthen risk management programs, and collaborate with insurance, claims, underwriting, and account teams. The role serves commercial clients across industries and requires travel to client locations.

Provides front desk coverage and administrative support for a personal lines insurance team. Responsibilities include greeting visitors, answering calls, processing mail, handling policy-related documentation and service requests, updating records, data entry, filing, deposits, office supplies, and occasional errands. The role supports account managers with renewals, billing inquiries, payments, ID cards, cancellations, and reinstatements without providing licensed insurance advice.

Support and manage commercial insurance accounts by coordinating with agents, carriers, and underwriters; obtain quotes and bind policies; quote new business using carrier rating tools; create proposal booklets; use the agency management system to meet daily deadlines and ongoing projects.

Provides customer service for personal lines insurance clients by handling service requests, updating policies and records, answering coverage questions, identifying coverage gaps, processing transactions, maintaining follow-up systems, and supporting agency staff. Requires strong communication, attention to detail, dependable task completion, compliance awareness, and a Property and Casualty license.

Manages commercial insurance accounts by handling policy changes, certificates, renewals, coverage updates, lender requests, billing, documentation, and client inquiries. Prepares proposals and summaries in AMS360, maintains accurate account records, remarkets and renews policies, supports claims intake, and quotes additional business. Collaborates with producers, carriers, and internal teams while ensuring compliance and responsive client service.

Manage personal lines insurance accounts, provide exceptional customer service, service and sell policies, maintain client relationships, and use agency management systems. The role requires a Property and Casualty license, 2–3 years of personal lines experience, strong organization, attention to detail, and proficiency with Microsoft Office, AMS360, and AgencyZoom. Spanish proficiency and brokerage experience are preferred.

Manage and service personal and commercial insurance accounts, including policy renewals, endorsements, certificates, coverage reviews, quoting, submissions, and new business implementation. Build client and carrier relationships, support producers, participate in renewal planning, and identify additional coverage opportunities. The role requires strong organization, communication, customer service, and insurance knowledge, with a path toward dedicated commercial lines account management.

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

Manage personal lines insurance accounts by serving clients, handling policy changes and renewals, supporting claims, reviewing coverage, assisting with new business through binding, and identifying additional coverage opportunities. Coordinate with carriers, underwriters, and internal teams while maintaining accurate records and delivering responsive client service.

Manage relationships and service requests for commercial insurance clients. Responsibilities include handling policy changes, endorsements, certificates, renewals, billing questions, claims coordination, account documentation, and remarketing support while partnering with risk advisors and carriers. The role also identifies opportunities to strengthen client protection and supports account growth. Insurance experience and a Property & Casualty license are preferred, with licensing support available.

Serves as the first point of contact for insurance clients, handling calls, routine questions, payments, policy documents, servicing requests, records, reminders, and administrative support. Assists account managers with renewals and quoting preparation while maintaining accurate agency documentation. The role includes insurance training, Property and Casualty licensing support, and opportunities for career growth in account management, sales, or related insurance functions.

Manage a commercial insurance book of business by preparing applications, obtaining carrier quotes, developing proposals, reviewing policies and endorsements, issuing certificates and auto ID cards, processing updates and invoicing, and maintaining client, carrier, and internal relationships. The role requires accurate, timely account servicing, strong organization, commercial lines experience, an active Property & Casualty license, and proficiency with Microsoft Office and insurance systems.

Supports commercial lines account managers with client service requests, insurance proposals, endorsement reviews, certificates of insurance, policy updates, activity tracking, and follow-ups. Requires a California Property and Casualty Insurance License, commercial lines experience, strong communication, organization, time management, and prompt client service. AMS360 experience and Spanish language skills are preferred.

Serves personal insurance clients by managing policy changes, endorsements, renewals, coverage questions, billing concerns, claims support, documentation, and account records. Builds client relationships, identifies protection opportunities, coordinates with risk advisors and insurance carriers, and supports retention, account growth, and satisfaction. Insurance experience is helpful but not required; the employer provides training and licensing support.

Manage CRM databases, datasets, reports, dashboards, and KPI tracking. Build advanced spreadsheet tools, AI-powered workflows, automations, and software integrations using APIs, Zapier, or Make. Support sales and operations with insights, document processes, create SOPs, and identify system improvements through data analysis and business software optimization.

Leads and develops a Commercial Lines service team, overseeing department operations, onboarding, capacity, workflow consistency, quality control, renewals, account reassignment, and service continuity. Provides technical guidance on commercial insurance accounts, carrier processes, coverage questions, documentation, and operational problem-solving. The role emphasizes leadership, training, process improvement, and performance visibility rather than traditional account management.

Serves as the agency’s first point of contact for clients, visitors, and callers. Greets guests, routes phone calls, handles mail and faxes, monitors administrative inboxes, maintains reception and supply areas, and performs data entry for insurance customer accounts. Provides general clerical support to ensure smooth daily agency operations.

Manage and service middle-market commercial insurance accounts, supporting renewals, new business, policy changes, endorsements, certificates, audits, and client retention. Advise clients on coverage options, review renewal terms, collaborate with producers, account executives, carriers, and internal teams, identify account expansion opportunities, maintain accurate records in AMS360, and contribute to team development through mentoring and knowledge sharing.

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