Jobs at Leavitt Group

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.

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.

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.

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.

Provide front-desk and administrative support including greeting clients, answering calls, scheduling, posting payments, processing mail and documents, supporting account managers, maintaining digital workflows, and keeping the office organized to ensure positive client and team experiences.

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.

Provide inbound personal-lines customer service and policy servicing for personal auto/home accounts: policy changes, billing, verifications, payments, quotes, cross-sell, documentation, and customer education. Maintain records, ensure compliance, support team tasks, and handle correspondence as assigned. Work remotely in Pacific or Mountain time zones.