Jobs at Leavitt Group

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.

Manage client relationships for employee benefits, support brokers, handle renewals and new business onboarding, troubleshoot claims/billing issues, coordinate with carriers and internal teams, prepare and attend client meetings, and maintain proactive client communication and service plans.

Manage and service a portfolio of commercial insurance accounts: prepare and submit applications, obtain carrier quotes, create proposals/policies/endorsements, issue certificates and ID cards, handle policy updates and invoicing, and maintain strong client and carrier relationships while ensuring timely, accurate service.

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.

Support Account Managers with daily client service for commercial lines: handle client inquiries, prepare proposals, review endorsements, issue certificates, maintain policy records in the client management system, and communicate with clients and carriers to ensure accurate, timely service.

Welcomes and directs visitors, answers and transfers calls, performs clerical tasks, manages mail and shipments, schedules meetings and travel, prepares documents, submits bills, orders supplies, maintains the supply room, coordinates shredding, and processes daily deposits.

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.

Outside B2B sales role selling commercial insurance and risk management solutions to C-suite executives and business owners in Greater Seattle/Bellevue. Uses consultative sales to uncover client needs, builds long-term relationships, works with agency experts for tailored solutions, and pursues new and renewal business with uncapped commission.

Lead and grow the Personal Lines department by managing staff, driving sales and profitability, coaching and developing team members, improving processes, and ensuring excellent customer-focused service.

As a Commercial Risk Advisor, you will manage B2B relationships, providing risk management solutions to C-suite executives and business owners while achieving uncapped commission earnings.

Develop and maintain relationships with C-suite executives and business owners, sell commercial risk management and insurance solutions using a consultative approach, generate new and renewal business, collaborate with agency experts for complex placements, and pursue uncapped commission earnings.

Manage and service a book of commercial insurance accounts, lead renewals and marketing, prepare submissions, coordinate with carriers, handle policy administration (certificates, endorsements, billing), support claims, mentor junior staff, and drive retention and growth with a focus on contractor/construction accounts.

The Personal Lines Account Manager handles inbound service requests, addressing customer needs in insurance services, billing, and policy updates while maintaining records and ensuring compliance.

The Personal Lines Account Manager provides service to customers by answering inquiries, processing requests, identifying coverage gaps, and maintaining customer records. They also handle inbound service calls and utilize technology for efficient service delivery.

The Personal Lines Account Manager handles customer service and sales for personal lines insurance, managing inquiries and policy changes while educating customers on coverage needs and risks.

Answer inbound personal-lines service calls, process policy changes (vehicles, coverage, lienholders), handle billing and verifications, take payments, provide quotes and cross-sell, document contacts and maintain customer records, draft correspondence, and support other service tasks to ensure accurate, compliant customer service.