Jobs at Leavitt Group

Support Commercial Lines Account Managers by preparing proposals, renewals, certificates, processing endorsements and policy changes, communicating with clients and carriers, maintaining agency records, and performing administrative tasks to ensure smooth account service.

Manage commercial lines accounts by preparing insurance applications, collaborating with managers, issuing certificates, and ensuring client satisfaction. Requires strong industry knowledge and client interaction skills.

Process commercial insurance policies and endorsements, update agency management system, handle mail and billing, prepare correspondence, notify account managers of discrepancies, support renewals, attend team meetings, and utilize AI tools to improve efficiency.

Serve as first point of contact by greeting visitors, answering and routing calls, managing mail/faxes/email inboxes, maintaining reception area and supplies, and providing data entry and general administrative support for Personal and Commercial Lines.

The Digital Marketing Specialist will manage and analyze digital marketing campaigns, drive engagement, and enhance the brand's online presence.

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.

As a Commercial Risk Advisor, you will engage with business executives to provide risk management solutions through consultative sales, driven by competitive earnings.

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.

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.

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.

Serve as the agencys first point of contact: greet visitors, answer and route calls, manage mail/faxes and administrative inboxes, maintain reception area and supplies, perform data entry for customer accounts, and provide general clerical support. Role offers training and a path to an insurance account manager license.

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.