Jobs at Leavitt Group

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.

Conduct on-site and virtual client risk assessments, analyze claims and OSHA data, identify loss trends, and recommend practical safety improvements. Advise clients on accident prevention, incident investigation, fleet safety, compliance, and risk management. Deliver training and help strengthen safety programs while partnering with insurance, claims, underwriting, and account teams to support client retention and program success.

Processes insurance policies, maintains customer records, communicates with customers and company personnel, issues verification documents, assists with premium collection and reconciliation, supports monthly reporting, and provides coverage and rate information. The role requires strong customer service, clerical, computer, organization, and attention-to-detail skills. A Property and Casualty license is preferred, or the employee must be willing to obtain one within 90 days.

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.

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

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.

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.

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.

As a Commercial Risk Advisor, you'll generate and grow commercial insurance business, collaborate with clients, and develop tailored insurance solutions, ensuring client retention and consistent revenue growth.

The Personal Lines Account Manager handles inbound service and sales calls, manages customer records, identifies coverage gaps, and provides exceptional service in personal lines insurance.

The Commercial Lines Account Manager will support and service commercial accounts, prepare applications, coordinate with teams, and ensure accurate proposals and documentation.

Support Commercial Lines Manager and Account Executives by preparing applications and submissions, marketing accounts, coordinating with carriers and internal teams, preparing proposals and presentations, binding coverage, issuing certificates, reviewing policies and endorsements, and supporting invoicing and documentation processes.