Jobs at Leavitt Group

Manage commercial insurance accounts by coordinating with agents, carriers, markets, and underwriters throughout the quoting and policy process. Responsibilities include managing service timelines, obtaining quotations and binders, processing policies and endorsements, preparing proposal booklets, using agency management and carrier rating systems, and meeting ongoing deadlines. The role requires strong communication, digital proficiency, and preferably a Montana Property and Casualty license and three years of agency experience.

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.

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.

Conduct on-site and virtual risk assessments for commercial clients, analyze claims and OSHA data, identify loss trends, and recommend practical safety improvements. Provide training and guidance on accident prevention, incident investigation, fleet safety, compliance, and risk management. Build client relationships, support retention and growth, and collaborate with insurance producers, claims advocates, underwriters, and carriers to deliver comprehensive risk solutions.

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 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 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.

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.

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.